Artisan Partners’s Broadridge BR Stock Holding History

Artisan Partners’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
2020 Q1	–	Sell	-983,414	Closed	-$121M	–	309
2019 Q4	$121M	Sell	983,414 -31,490	-3%	-$3.85M	0.21%	105
2019 Q3	$126M	Sell	1,014,904 -37,461	-4%	-$4.82M	0.24%	99
2019 Q2	$134M	Sell	1,052,365 -25,306	-2%	-$3.05M	0.25%	90
2019 Q1	$112M	Buy	1,077,671 +252,234	+31%	+$25.3M	0.22%	99
2018 Q4	$79.4M	Buy	+825,437	New	+$89.4M	0.18%	116
2014 Q2	–	Sell	-1,651,180	Closed	-$61.3M	–	359
2014 Q1	$61.3M	Sell	1,651,180 -956,590	-37%	-$35.9M	0.11%	178
2013 Q4	$103M	Sell	2,607,770 -2,280,782	-47%	-$82.4M	0.18%	147
2013 Q3	$155M	Sell	4,888,552 -1,613,100	-25%	-$47.9M	0.3%	118
2013 Q2	$173M	Buy	+6,501,652	New	+$167M	0.37%	103

Other funds holding BR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

JIM

Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Artisan Partners's BR Position: Q1 2020 in Review

Artisan Partners sold out of Broadridge (BR) in Q1 2020, closing a stake of 983,414 shares — an estimated $121M sold.

Artisan Partners first reported a position in BR in Q2 2013 and held it in 9 quarters. The position peaked at $173M in Q2 2013. 697 funds tracked by Wall St. Rank hold BR as of Q1 2020.

Artisan Partners reported no remaining Broadridge position as of Q1 2020 after selling out during the quarter.
Artisan Partners sold 983,414 Broadridge shares in Q1 2020, an estimated $121M.
Artisan Partners first reported a position in Broadridge in Q2 2013 and held it in 9 quarters.
Artisan Partners's Broadridge position peaked at $173M in Q2 2013.
697 funds tracked by Wall St. Rank held Broadridge as of Q1 2020.

Based on Artisan Partners's 13F filing for Q1 2020, filed 12 May 2020.