Buckingham Capital Management (Ohio)’s Broadridge BR Stock Holding History

Buckingham Capital Management (Ohio)’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
2024 Q4	$339K	Hold	1,500	–	–	0.04%	108
2024 Q3	$323K	Hold	1,500	–	–	0.04%	119
2024 Q2	$296K	Hold	1,500	–	–	0.04%	116
2024 Q1	$307K	Hold	1,500	–	–	0.04%	113
2023 Q4	$309K	Hold	1,500	–	–	0.04%	104
2023 Q3	$269K	Hold	1,500	–	–	0.04%	99
2023 Q2	$248K	Hold	1,500	–	–	0.04%	100
2023 Q1	$220K	Hold	1,500	–	–	0.04%	110
2022 Q4	$201K	Hold	1,500	–	–	0.04%	110
2022 Q3	$216K	Hold	1,500	–	–	0.04%	105
2022 Q2	$214K	Hold	1,500	–	–	0.04%	108
2022 Q1	$234K	Hold	1,500	–	–	0.04%	106
2021 Q4	$274K	Hold	1,500	–	–	0.04%	104
2021 Q3	$250K	Hold	1,500	–	–	0.04%	108
2021 Q2	$242K	Hold	1,500	–	–	0.04%	114
2021 Q1	$230K	Hold	1,500	–	–	0.04%	111
2020 Q4	$230K	Buy	+1,500	New	+$218K	0.04%	108
2015 Q2	–	Sell	-3,900	Closed	-$215K	–	171
2015 Q1	$215K	Sell	3,900 -3,177	-45%	-$161K	0.06%	173
2014 Q4	$327K	Sell	7,077 -1,762	-20%	-$77.1K	0.1%	152
2014 Q3	$368K	Sell	8,839 -1,705	-16%	-$70.9K	0.11%	146
2014 Q2	$439K	Sell	10,544 -300	-3%	-$11.7K	0.14%	141
2014 Q1	$403K	Sell	10,844 -200	-2%	-$7.5K	0.14%	146
2013 Q4	$436K	Sell	11,044 -200	-2%	-$7.23K	0.15%	139
2013 Q3	$355K	Sell	11,244 -160	-1%	-$4.75K	0.14%	141
2013 Q2	$303K	Buy	+11,404	New	+$293K	0.12%	144

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Buckingham Capital Management (Ohio)'s BR Position: Q4 2024 in Review

Buckingham Capital Management (Ohio) held its Broadridge (BR) position steady in Q4 2024 at 1,500 shares worth $339K. The position accounts for 0.04% of the portfolio, ranked #108.

Buckingham Capital Management (Ohio) first reported a position in BR in Q2 2013 and has held it in 25 quarters since. The position peaked at $439K in Q2 2014. 1,052 funds tracked by Wall St. Rank hold BR as of Q4 2024.

Buckingham Capital Management (Ohio) held 1,500 shares of Broadridge worth $339K as of Q4 2024.
Buckingham Capital Management (Ohio) left its Broadridge share count unchanged in Q4 2024.
Broadridge made up 0.04% of Buckingham Capital Management (Ohio)'s portfolio in Q4 2024, its #108 holding.
Buckingham Capital Management (Ohio) first reported a position in Broadridge in Q2 2013 and has held it in 25 quarters since.
Buckingham Capital Management (Ohio)'s Broadridge position peaked at $439K in Q2 2014.
1,052 funds tracked by Wall St. Rank held Broadridge as of Q4 2024.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2024, filed 31 Jan 2025.