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Aspire Private Capital’s Broadridge BR Stock Holding History

Aspire Private Capital’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
Q4 		– Sell
-388
Closed -$83.4K – 217
2024
Q3 		$83.4K Hold
388
– – 0.02% 207
2024
Q2 		$76.4K Hold
388
– – 0.02% 209
2024
Q1 		$79.5K Hold
388
– – 0.02% 206
2023
Q4 		$79.8K Hold
388
– – 0.02% 196
2023
Q3 		$69.5K Hold
388
– – 0.02% 189
2023
Q2 		$64.3K Hold
388
– – 0.02% 189
2023
Q1 		$56.9K Buy
+388
New +$55.5K 0.02% 192
2019
Q3 		– Sell
-769
Closed -$98K – 464
2019
Q2 		$98K Buy
769
+101
+15% +$12.2K 0.05% 153
2019
Q1 		$69K Sell
668
-11
-2% -$1.1K 0.03% 204
2018
Q4 		$65K Buy
+679
New +$73.5K 0.04% 188

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Aspire Private Capital's BR Position: Q4 2024 in Review

Aspire Private Capital sold out of Broadridge (BR) in Q4 2024, closing a stake of 388 shares — an estimated $83.4K sold.

Aspire Private Capital first reported a position in BR in Q4 2018 and held it in 10 quarters. The position peaked at $98K in Q2 2019. 1,055 funds tracked by Wall St. Rank hold BR as of Q4 2024.

  • Aspire Private Capital reported no remaining Broadridge position as of Q4 2024 after selling out during the quarter.
  • Aspire Private Capital sold 388 Broadridge shares in Q4 2024, an estimated $83.4K.
  • Aspire Private Capital first reported a position in Broadridge in Q4 2018 and held it in 10 quarters.
  • Aspire Private Capital's Broadridge position peaked at $98K in Q2 2019.
  • 1,055 funds tracked by Wall St. Rank held Broadridge as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.