Amica Mutual Insurance’s Broadridge BR Stock Holding History

Amica Mutual Insurance’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
2023 Q2	–	Sell	-23,587	Closed	-$3.46M	–	101
2023 Q1	$3.46M	Sell	23,587 -13,711	-37%	-$1.96M	0.39%	74
2022 Q4	$5M	Buy	37,298 +4,167	+13%	+$592K	0.63%	45
2022 Q3	$4.78M	Sell	33,131 -11,737	-26%	-$1.9M	0.68%	45
2022 Q2	$6.4M	Buy	44,868 +5,094	+13%	+$739K	0.81%	41
2022 Q1	$6.19M	Buy	39,774 +6,600	+20%	+$1.01M	0.73%	46
2021 Q4	$6.07M	Hold	33,174	–	–	0.51%	59
2021 Q3	$5.53M	Hold	33,174	–	–	0.58%	65
2021 Q2	$5.36M	Hold	33,174	–	–	0.57%	62
2021 Q1	$5.08M	Sell	33,174 -1,914	-5%	-$283K	0.58%	56
2020 Q4	$5.38M	Hold	35,088	–	–	0.59%	51
2020 Q3	$4.63M	Buy	35,088 +16,600	+90%	+$2.22M	0.55%	53
2020 Q2	$2.33M	Hold	18,488	–	–	0.28%	109
2020 Q1	$1.75M	Buy	18,488 +9,409	+104%	+$1.07M	0.24%	126
2019 Q4	$1.12M	Hold	9,079	–	–	0.15%	204
2019 Q3	$1.13M	Hold	9,079	–	–	0.14%	212
2019 Q2	$1.16M	Buy	+9,079	New	+$1.09M	0.15%	177

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Amica Mutual Insurance's BR Position: Q2 2023 in Review

Amica Mutual Insurance sold out of Broadridge (BR) in Q2 2023, closing a stake of 23,587 shares — an estimated $3.46M sold.

Amica Mutual Insurance first reported a position in BR in Q2 2019 and held it in 16 quarters. The position peaked at $6.4M in Q2 2022. 816 funds tracked by Wall St. Rank hold BR as of Q2 2023.

Amica Mutual Insurance reported no remaining Broadridge position as of Q2 2023 after selling out during the quarter.
Amica Mutual Insurance sold 23,587 Broadridge shares in Q2 2023, an estimated $3.46M.
Amica Mutual Insurance first reported a position in Broadridge in Q2 2019 and held it in 16 quarters.
Amica Mutual Insurance's Broadridge position peaked at $6.4M in Q2 2022.
816 funds tracked by Wall St. Rank held Broadridge as of Q2 2023.

Based on Amica Mutual Insurance's 13F filing for Q2 2023, filed 7 Aug 2023.