Bedel Financial Consulting’s Broadridge BR Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-136	Closed	-$21K	–	291
2022 Q1	$21K	Hold	136	–	–	0.01%	539
2021 Q4	$25K	Hold	136	–	–	0.01%	519
2021 Q3	$23K	Hold	136	–	–	0.01%	524
2021 Q2	$22K	Hold	136	–	–	0.01%	539
2021 Q1	$21K	Hold	136	–	–	0.01%	506
2020 Q4	$21K	Hold	136	–	–	0.01%	441
2020 Q3	$18K	Hold	136	–	–	0.01%	434
2020 Q2	$17K	Hold	136	–	–	0.01%	420
2020 Q1	$13K	Hold	136	–	–	0.01%	437
2019 Q4	$17K	Hold	136	–	–	0.01%	422
2019 Q3	$17K	Hold	136	–	–	0.01%	408
2019 Q2	$17K	Hold	136	–	–	0.01%	410
2019 Q1	$14K	Hold	136	–	–	0.01%	433
2018 Q4	$13K	Hold	136	–	–	0.01%	420
2018 Q3	$16K	Hold	136	–	–	0.01%	405
2018 Q2	$16K	Hold	136	–	–	0.01%	407
2018 Q1	$15K	Buy	+136	New	+$13.5K	0.01%	418

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

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

Bedel Financial Consulting's BR Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Broadridge (BR) in Q2 2022, closing a stake of 136 shares — an estimated $21K sold.

Bedel Financial Consulting first reported a position in BR in Q1 2018 and held it in 17 quarters. The position peaked at $25K in Q4 2021. 761 funds tracked by Wall St. Rank hold BR as of Q2 2022.

Bedel Financial Consulting reported no remaining Broadridge position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 136 Broadridge shares in Q2 2022, an estimated $21K.
Bedel Financial Consulting first reported a position in Broadridge in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Broadridge position peaked at $25K in Q4 2021.
761 funds tracked by Wall St. Rank held Broadridge as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.