AIM
BR icon

Aquila Investment Management’s Broadridge BR Stock Holding History

Aquila Investment Management’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
2022
Q1 		– Sell
-13,000
Closed -$2.38M – 93
2021
Q4 		$2.38M Buy
+13,000
New +$2.29M 1.15% 45

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return

Aquila Investment Management's BR Position: Q1 2022 in Review

Aquila Investment Management sold out of Broadridge (BR) in Q1 2022, closing a stake of 13,000 shares — an estimated $2.38M sold.

Aquila Investment Management first reported a position in BR in Q4 2021 and held it in 1 quarter. The position peaked at $2.38M in Q4 2021. 777 funds tracked by Wall St. Rank hold BR as of Q1 2022.

  • Aquila Investment Management reported no remaining Broadridge position as of Q1 2022 after selling out during the quarter.
  • Aquila Investment Management sold 13,000 Broadridge shares in Q1 2022, an estimated $2.38M.
  • Aquila Investment Management first reported a position in Broadridge in Q4 2021 and held it in 1 quarter.
  • Aquila Investment Management's Broadridge position peaked at $2.38M in Q4 2021.
  • 777 funds tracked by Wall St. Rank held Broadridge as of Q1 2022.

Based on Aquila Investment Management's 13F filing for Q1 2022, filed 4 May 2022.