Berman Capital Advisors’s Broadridge BR Stock Holding History

Berman Capital Advisors’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
2021 Q3	$47K	Buy	284 +18	+7%	+$3.07K	0.01%	696
2021 Q2	$43K	Buy	266 +4	+2%	+$639	0.01%	636
2021 Q1	$40K	Hold	262	–	–	0.01%	556
2020 Q4	$40K	Buy	262 +14	+6%	+$2.03K	0.01%	465
2020 Q3	$32K	Hold	248	–	–	0.01%	461
2020 Q2	$31K	Buy	248 +48	+24%	+$5.56K	0.01%	426
2020 Q1	$19K	Sell	200 -3	-1%	-$342	0.01%	500
2019 Q4	$25K	Buy	203 +1	+0.5%	+$122	0.01%	468
2019 Q3	$25K	Hold	202	–	–	0.01%	449
2019 Q2	$25K	Hold	202	–	–	0.01%	448
2019 Q1	$20K	Sell	202 -18	-8%	-$1.81K	0.01%	449
2018 Q4	$21K	Buy	+220	New	+$23.8K	0.01%	379

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Berman Capital Advisors's BR Position: Q3 2021 in Review

Berman Capital Advisors increased its Broadridge (BR) stake by 6.8% in Q3 2021, buying an estimated $3.07K and bringing the position to 284 shares worth $47K. The position accounts for 0.01% of the portfolio, ranked #696.

Berman Capital Advisors first reported a position in BR in Q4 2018 and has held it in 12 quarters since. 787 funds tracked by Wall St. Rank hold BR as of Q3 2021.

Berman Capital Advisors held 284 shares of Broadridge worth $47K as of Q3 2021.
Berman Capital Advisors bought 18 Broadridge shares in Q3 2021, an estimated $3.07K.
Broadridge made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #696 holding.
Berman Capital Advisors first reported a position in Broadridge in Q4 2018 and has held it in 12 quarters since.
787 funds tracked by Wall St. Rank held Broadridge as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.