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Convergence Investment Partners’s Broadridge BR Stock Holding History

Convergence Investment 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
2024
Q1 		– Sell
-3,456
Closed -$711K – 249
2023
Q4 		$711K Sell
3,456
-172
-5% -$31.7K 0.37% 82
2023
Q3 		$650K Buy
+3,628
New +$643K 0.38% 81
2018
Q2 		– Sell
-217
Closed -$24K – 393
2018
Q1 		$24K Buy
+217
New +$21.5K ﹤0.01% 552

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T. Rowe Price Associates
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APG Asset Management
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Janus Henderson Group
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Capital International Investors
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Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Convergence Investment Partners's BR Position: Q1 2024 in Review

Convergence Investment Partners sold out of Broadridge (BR) in Q1 2024, closing a stake of 3,456 shares — an estimated $711K sold.

Convergence Investment Partners first reported a position in BR in Q1 2018 and held it in 3 quarters. The position peaked at $711K in Q4 2023. 941 funds tracked by Wall St. Rank hold BR as of Q1 2024.

  • Convergence Investment Partners reported no remaining Broadridge position as of Q1 2024 after selling out during the quarter.
  • Convergence Investment Partners sold 3,456 Broadridge shares in Q1 2024, an estimated $711K.
  • Convergence Investment Partners first reported a position in Broadridge in Q1 2018 and held it in 3 quarters.
  • Convergence Investment Partners's Broadridge position peaked at $711K in Q4 2023.
  • 941 funds tracked by Wall St. Rank held Broadridge as of Q1 2024.

Based on Convergence Investment Partners's 13F filing for Q1 2024, filed 3 May 2024.