CAAS Capital Management’s Broadridge BR Stock Holding History

CAAS Capital Management’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 Q1	–	Sell	-4,000	Closed	-$537K	–	724
2022 Q4	$537K	Buy	+4,000	New	+$568K	0.03%	387

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

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

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 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

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

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

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

CAAS Capital Management's BR Position: Q1 2023 in Review

CAAS Capital Management sold out of Broadridge (BR) in Q1 2023, closing a stake of 4,000 shares — an estimated $537K sold.

CAAS Capital Management first reported a position in BR in Q4 2022 and held it in 1 quarter. The position peaked at $537K in Q4 2022. 790 funds tracked by Wall St. Rank hold BR as of Q1 2023.

CAAS Capital Management reported no remaining Broadridge position as of Q1 2023 after selling out during the quarter.
CAAS Capital Management sold 4,000 Broadridge shares in Q1 2023, an estimated $537K.
CAAS Capital Management first reported a position in Broadridge in Q4 2022 and held it in 1 quarter.
CAAS Capital Management's Broadridge position peaked at $537K in Q4 2022.
790 funds tracked by Wall St. Rank held Broadridge as of Q1 2023.

Based on CAAS Capital Management's 13F filing for Q1 2023, filed 15 May 2023.