Bessemer Securities’s Broadridge BR Stock Holding History

Bessemer Securities’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
2020 Q1	–	Sell	-3,000	Closed	-$371K	–	108
2019 Q4	$371K	Hold	3,000	–	–	0.15%	86
2019 Q3	$373K	Hold	3,000	–	–	0.15%	87
2019 Q2	$383K	Hold	3,000	–	–	0.16%	85
2019 Q1	$311K	Hold	3,000	–	–	0.11%	86
2018 Q4	$289K	Buy	+3,000	New	+$325K	0.11%	90

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bessemer Securities's BR Position: Q1 2020 in Review

Bessemer Securities sold out of Broadridge (BR) in Q1 2020, closing a stake of 3,000 shares — an estimated $371K sold.

Bessemer Securities first reported a position in BR in Q4 2018 and held it in 5 quarters. The position peaked at $383K in Q2 2019. 697 funds tracked by Wall St. Rank hold BR as of Q1 2020.

Bessemer Securities reported no remaining Broadridge position as of Q1 2020 after selling out during the quarter.
Bessemer Securities sold 3,000 Broadridge shares in Q1 2020, an estimated $371K.
Bessemer Securities first reported a position in Broadridge in Q4 2018 and held it in 5 quarters.
Bessemer Securities's Broadridge position peaked at $383K in Q2 2019.
697 funds tracked by Wall St. Rank held Broadridge as of Q1 2020.

Based on Bessemer Securities's 13F filing for Q1 2020, filed 30 Apr 2020.