CHA
BR icon

Carmichael Hill & Associates’s Broadridge BR Stock Holding History

Carmichael Hill & Associates’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
-104
Closed -$19K – 797
2021
Q4 		$19K Hold
104
– – 0.01% 522
2021
Q3 		$17K Hold
104
– – 0.01% 529
2021
Q2 		$17K Hold
104
– – 0.01% 530
2021
Q1 		$16K Hold
104
– – 0.01% 526
2020
Q4 		$16K Hold
104
– – 0.01% 503
2020
Q3 		$14K Hold
104
– – 0.01% 476
2020
Q2 		$13K Hold
104
– – 0.01% 460
2020
Q1 		$10K Hold
104
– – 0.01% 457
2019
Q4 		$13K Buy
+104
New +$12.7K 0.01% 448

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
JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return

Carmichael Hill & Associates's BR Position: Q1 2022 in Review

Carmichael Hill & Associates sold out of Broadridge (BR) in Q1 2022, closing a stake of 104 shares — an estimated $19K sold.

Carmichael Hill & Associates first reported a position in BR in Q4 2019 and held it in 9 quarters. The position peaked at $19K in Q4 2021. 776 funds tracked by Wall St. Rank hold BR as of Q1 2022.

  • Carmichael Hill & Associates reported no remaining Broadridge position as of Q1 2022 after selling out during the quarter.
  • Carmichael Hill & Associates sold 104 Broadridge shares in Q1 2022, an estimated $19K.
  • Carmichael Hill & Associates first reported a position in Broadridge in Q4 2019 and held it in 9 quarters.
  • Carmichael Hill & Associates's Broadridge position peaked at $19K in Q4 2021.
  • 776 funds tracked by Wall St. Rank held Broadridge as of Q1 2022.

Based on Carmichael Hill & Associates's 13F filing for Q1 2022, filed 16 May 2022.