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Carmel Capital Partners’s Broadridge BR Stock Holding History

Carmel Capital Partners’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
Q4 		– Sell
-95
Closed -$17K – 214
2023
Q3 		$17K Buy
95
+58
+157% +$10.3K 0.01% 370
2023
Q2 		$6.13K Hold
37
– – ﹤0.01% 312
2023
Q1 		$5.42K Buy
+37
New +$5.29K ﹤0.01% 362

Other funds holding BR

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Carmel Capital Partners's BR Position: Q4 2023 in Review

Carmel Capital Partners sold out of Broadridge (BR) in Q4 2023, closing a stake of 95 shares — an estimated $17K sold.

Carmel Capital Partners first reported a position in BR in Q1 2023 and held it in 3 quarters. The position peaked at $17K in Q3 2023. 919 funds tracked by Wall St. Rank hold BR as of Q4 2023.

  • Carmel Capital Partners reported no remaining Broadridge position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 95 Broadridge shares in Q4 2023, an estimated $17K.
  • Carmel Capital Partners first reported a position in Broadridge in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's Broadridge position peaked at $17K in Q3 2023.
  • 919 funds tracked by Wall St. Rank held Broadridge as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.