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Caldwell Investment Management’s Broadridge BR Stock Holding History

Caldwell Investment 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
2022
Q2 		– Sell
-6,700
Closed -$1.04M – 28
2022
Q1 		$1.04M Sell
6,700
-10,000
-60% -$1.53M 0.83% 23
2021
Q4 		$3.07M Buy
+16,700
New +$2.94M 2.4% 9

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
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

Caldwell Investment Management's BR Position: Q2 2022 in Review

Caldwell Investment Management sold out of Broadridge (BR) in Q2 2022, closing a stake of 6,700 shares — an estimated $1.04M sold.

Caldwell Investment Management first reported a position in BR in Q4 2021 and held it in 2 quarters. The position peaked at $3.07M in Q4 2021. 763 funds tracked by Wall St. Rank hold BR as of Q2 2022.

  • Caldwell Investment Management reported no remaining Broadridge position as of Q2 2022 after selling out during the quarter.
  • Caldwell Investment Management sold 6,700 Broadridge shares in Q2 2022, an estimated $1.04M.
  • Caldwell Investment Management first reported a position in Broadridge in Q4 2021 and held it in 2 quarters.
  • Caldwell Investment Management's Broadridge position peaked at $3.07M in Q4 2021.
  • 763 funds tracked by Wall St. Rank held Broadridge as of Q2 2022.

Based on Caldwell Investment Management's 13F filing for Q2 2022, filed 25 Jul 2022.