AtonRa Partners’s Broadridge BR Stock Holding History

AtonRa 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
2021 Q1	–	Sell	-14,582	Closed	-$2.23M	–	113
2020 Q4	$2.23M	Buy	+14,582	New	+$2.12M	1.1%	42

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AtonRa Partners's BR Position: Q1 2021 in Review

AtonRa Partners sold out of Broadridge (BR) in Q1 2021, closing a stake of 14,582 shares — an estimated $2.23M sold.

AtonRa Partners first reported a position in BR in Q4 2020 and held it in 1 quarter. The position peaked at $2.23M in Q4 2020. 768 funds tracked by Wall St. Rank hold BR as of Q1 2021.

AtonRa Partners reported no remaining Broadridge position as of Q1 2021 after selling out during the quarter.
AtonRa Partners sold 14,582 Broadridge shares in Q1 2021, an estimated $2.23M.
AtonRa Partners first reported a position in Broadridge in Q4 2020 and held it in 1 quarter.
AtonRa Partners's Broadridge position peaked at $2.23M in Q4 2020.
768 funds tracked by Wall St. Rank held Broadridge as of Q1 2021.

Based on AtonRa Partners's 13F filing for Q1 2021, filed 17 May 2021.