BBR Partners’s Broadridge BR Stock Holding History

BBR 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
2023 Q4	–	Sell	-2,371	Closed	-$425K	–	202
2023 Q3	$425K	Buy	+2,371	New	+$420K	0.05%	113

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

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BBR Partners's BR Position: Q4 2023 in Review

BBR Partners sold out of Broadridge (BR) in Q4 2023, closing a stake of 2,371 shares — an estimated $425K sold.

BBR Partners first reported a position in BR in Q3 2023 and held it in 1 quarter. The position peaked at $425K in Q3 2023. 919 funds tracked by Wall St. Rank hold BR as of Q4 2023.

BBR Partners reported no remaining Broadridge position as of Q4 2023 after selling out during the quarter.
BBR Partners sold 2,371 Broadridge shares in Q4 2023, an estimated $425K.
BBR Partners first reported a position in Broadridge in Q3 2023 and held it in 1 quarter.
BBR Partners's Broadridge position peaked at $425K in Q3 2023.
919 funds tracked by Wall St. Rank held Broadridge as of Q4 2023.

Based on BBR Partners's 13F filing for Q4 2023, filed 13 Feb 2024.