Charles D. Hyman’s Broadridge BR Stock Holding History

Charles D. Hyman’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
2024 Q2	–	Sell	-977	Closed	-$200K	–	243
2024 Q1	$200K	Hold	977	–	–	0.01%	244
2023 Q4	$201K	Buy	+977	New	+$180K	0.01%	239

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Charles D. Hyman's BR Position: Q2 2024 in Review

Charles D. Hyman sold out of Broadridge (BR) in Q2 2024, closing a stake of 977 shares — an estimated $200K sold.

Charles D. Hyman first reported a position in BR in Q4 2023 and held it in 2 quarters. The position peaked at $201K in Q4 2023. 926 funds tracked by Wall St. Rank hold BR as of Q2 2024.

Charles D. Hyman reported no remaining Broadridge position as of Q2 2024 after selling out during the quarter.
Charles D. Hyman sold 977 Broadridge shares in Q2 2024, an estimated $200K.
Charles D. Hyman first reported a position in Broadridge in Q4 2023 and held it in 2 quarters.
Charles D. Hyman's Broadridge position peaked at $201K in Q4 2023.
926 funds tracked by Wall St. Rank held Broadridge as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.