Baron Financial Group’s Broadridge BR Stock Holding History

Baron Financial Group’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 Q3	–	Sell	-443	Closed	-$63.1K	–	71
2022 Q2	$63.1K	Hold	443	–	–	0.04%	75
2022 Q1	$69K	Hold	443	–	–	0.04%	77
2021 Q4	$81K	Hold	443	–	–	0.05%	72
2021 Q3	$73.8K	Hold	443	–	–	0.04%	74
2021 Q2	$71.6K	Hold	443	–	–	0.04%	77
2021 Q1	$67.8K	Hold	443	–	–	0.05%	81
2020 Q4	$67.9K	Hold	443	–	–	0.05%	77
2020 Q3	$58.5K	Buy	+443	New	+$59.2K	0.06%	80

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

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

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

JIM

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

Baron Financial Group's BR Position: Q3 2022 in Review

Baron Financial Group sold out of Broadridge (BR) in Q3 2022, closing a stake of 443 shares — an estimated $63.1K sold.

Baron Financial Group first reported a position in BR in Q3 2020 and held it in 8 quarters. The position peaked at $81K in Q4 2021. 790 funds tracked by Wall St. Rank hold BR as of Q3 2022.

Baron Financial Group reported no remaining Broadridge position as of Q3 2022 after selling out during the quarter.
Baron Financial Group sold 443 Broadridge shares in Q3 2022, an estimated $63.1K.
Baron Financial Group first reported a position in Broadridge in Q3 2020 and held it in 8 quarters.
Baron Financial Group's Broadridge position peaked at $81K in Q4 2021.
790 funds tracked by Wall St. Rank held Broadridge as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.