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Capitolis Advisors’s Broadridge BR Stock Holding History

Capitolis 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
2022
Q1 		– Sell
-22,912
Closed -$4.19M – 194
2021
Q4 		$4.19M Buy
+22,912
New +$4.03M 0.03% 330
2021
Q1 		– Sell
-6,711
Closed -$1.03M – 459
2020
Q4 		$1.03M Buy
+6,711
New +$974K 0.02% 391

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jensen Investment Management
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return

Capitolis Advisors's BR Position: Q1 2022 in Review

Capitolis Advisors sold out of Broadridge (BR) in Q1 2022, closing a stake of 22,912 shares — an estimated $4.19M sold.

Capitolis Advisors first reported a position in BR in Q4 2020 and held it in 2 quarters. The position peaked at $4.19M in Q4 2021. 776 funds tracked by Wall St. Rank hold BR as of Q1 2022.

  • Capitolis Advisors reported no remaining Broadridge position as of Q1 2022 after selling out during the quarter.
  • Capitolis Advisors sold 22,912 Broadridge shares in Q1 2022, an estimated $4.19M.
  • Capitolis Advisors first reported a position in Broadridge in Q4 2020 and held it in 2 quarters.
  • Capitolis Advisors's Broadridge position peaked at $4.19M in Q4 2021.
  • 776 funds tracked by Wall St. Rank held Broadridge as of Q1 2022.

Based on Capitolis Advisors's 13F filing for Q1 2022, filed 12 May 2022.