AIM
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Axiom Investment Management’s Broadridge BR Stock Holding History

Axiom 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
2019
Q4 		– Sell
-2,543
Closed -$313K – 149
2019
Q3 		$313K Sell
2,543
-22,707
-90% -$2.92M 0.24% 113
2019
Q2 		$3.21M Buy
25,250
+375
+2% +$45.2K 0.58% 41
2019
Q1 		$2.58M Buy
24,875
+4,869
+24% +$488K 0.49% 50
2018
Q4 		$1.93M Buy
+20,006
New +$2.17M 0.41% 60

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Axiom Investment Management's BR Position: Q4 2019 in Review

Axiom Investment Management sold out of Broadridge (BR) in Q4 2019, closing a stake of 2,543 shares — an estimated $313K sold.

Axiom Investment Management first reported a position in BR in Q4 2018 and held it in 4 quarters. The position peaked at $3.21M in Q2 2019. 751 funds tracked by Wall St. Rank hold BR as of Q4 2019.

  • Axiom Investment Management reported no remaining Broadridge position as of Q4 2019 after selling out during the quarter.
  • Axiom Investment Management sold 2,543 Broadridge shares in Q4 2019, an estimated $313K.
  • Axiom Investment Management first reported a position in Broadridge in Q4 2018 and held it in 4 quarters.
  • Axiom Investment Management's Broadridge position peaked at $3.21M in Q2 2019.
  • 751 funds tracked by Wall St. Rank held Broadridge as of Q4 2019.

Based on Axiom Investment Management's 13F filing for Q4 2019, filed 16 Mar 2021.