Column Capital Advisors’s Broadridge BR Stock Holding History

Column Capital 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
2023 Q3	$65.4K	Sell	365 -124	-25%	-$22K	0.01%	281
2023 Q2	$81K	Hold	489	–	–	0.01%	252
2023 Q1	$71.7K	Hold	489	–	–	0.01%	271
2022 Q4	$65.6K	Buy	489 +146	+43%	+$20.7K	0.01%	262
2022 Q3	$50K	Hold	343	–	–	0.01%	273
2022 Q2	$49K	Hold	343	–	–	0.01%	285
2022 Q1	$53K	Hold	343	–	–	0.01%	280
2021 Q4	$63K	Hold	343	–	–	0.01%	262
2021 Q3	$57K	Sell	343 -38	-10%	-$6.47K	0.01%	253
2021 Q2	$62K	Sell	381 -80	-17%	-$12.8K	0.01%	240
2021 Q1	$71K	Sell	461 -160	-26%	-$23.6K	0.02%	221
2020 Q4	$95K	Buy	621 +3	+0.5%	+$435	0.02%	171
2020 Q3	$82K	Hold	618	–	–	0.03%	177
2020 Q2	$77K	Buy	618 +64	+12%	+$7.41K	0.03%	184
2020 Q1	$53K	Buy	554 +93	+20%	+$10.6K	0.02%	191
2019 Q4	$56K	Buy	+461	New	+$56.4K	0.03%	223

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Column Capital Advisors's BR Position: Q3 2023 in Review

Column Capital Advisors reduced its Broadridge (BR) stake by 25% in Q3 2023, selling an estimated $22K and leaving 365 shares worth $65.4K. The position accounts for 0.01% of the portfolio, ranked #281.

Column Capital Advisors first reported a position in BR in Q4 2019 and has held it in 16 quarters since. The position peaked at $95K in Q4 2020. 852 funds tracked by Wall St. Rank hold BR as of Q3 2023.

Column Capital Advisors held 365 shares of Broadridge worth $65.4K as of Q3 2023.
Column Capital Advisors sold 124 Broadridge shares in Q3 2023, an estimated $22K.
Broadridge made up 0.01% of Column Capital Advisors's portfolio in Q3 2023, its #281 holding.
Column Capital Advisors first reported a position in Broadridge in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's Broadridge position peaked at $95K in Q4 2020.
852 funds tracked by Wall St. Rank held Broadridge as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.