Autumn Glory Partners’s Broadridge BR Stock Holding History

Autumn Glory 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
2022 Q1	–	Sell	-1,229	Closed	-$225K	–	159
2021 Q4	$225K	Buy	+1,229	New	+$216K	0.09%	192

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

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

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

Autumn Glory Partners's BR Position: Q1 2022 in Review

Autumn Glory Partners sold out of Broadridge (BR) in Q1 2022, closing a stake of 1,229 shares — an estimated $225K sold.

Autumn Glory Partners first reported a position in BR in Q4 2021 and held it in 1 quarter. The position peaked at $225K in Q4 2021. 776 funds tracked by Wall St. Rank hold BR as of Q1 2022.

Autumn Glory Partners reported no remaining Broadridge position as of Q1 2022 after selling out during the quarter.
Autumn Glory Partners sold 1,229 Broadridge shares in Q1 2022, an estimated $225K.
Autumn Glory Partners first reported a position in Broadridge in Q4 2021 and held it in 1 quarter.
Autumn Glory Partners's Broadridge position peaked at $225K in Q4 2021.
776 funds tracked by Wall St. Rank held Broadridge as of Q1 2022.

Based on Autumn Glory Partners's 13F filing for Q1 2022, filed 4 May 2022.