Convergence Investment Partners’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,456	Closed	-$711K	–	249
2023 Q4	$711K	Sell	3,456 -172	-5%	-$35.4K	0.37%	82
2023 Q3	$650K	Buy	+3,628	New	+$650K	0.38%	81
2018 Q2	–	Sell	-217	Closed	-$24K	–	393
2018 Q1	$24K	Buy	+217	New	+$24K	﹤0.01%	552