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Alera Investment Advisors’s Broadridge BR Stock Holding History

Alera Investment Advisors’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$282K Buy
1,312
+13
+1% +$2.72K 0.03% 214
2024
Q2 		$256K Buy
+1,299
New +$258K 0.03% 221
2019
Q2 		– Sell
-32
Closed -$3K – 205
2019
Q1 		$3K Buy
+32
New +$3.21K ﹤0.01% 715

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Alera Investment Advisors's BR Position: Q3 2024 in Review

Alera Investment Advisors increased its Broadridge (BR) stake by 1% in Q3 2024, buying an estimated $2.72K and bringing the position to 1,312 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #214.

Alera Investment Advisors first reported a position in BR in Q1 2019 and has held it in 3 quarters since. 1,013 funds tracked by Wall St. Rank hold BR as of Q3 2024.

  • Alera Investment Advisors held 1,312 shares of Broadridge worth $282K as of Q3 2024.
  • Alera Investment Advisors bought 13 Broadridge shares in Q3 2024, an estimated $2.72K.
  • Broadridge made up 0.03% of Alera Investment Advisors's portfolio in Q3 2024, its #214 holding.
  • Alera Investment Advisors first reported a position in Broadridge in Q1 2019 and has held it in 3 quarters since.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.