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Cornerstone Management’s Broadridge BR Stock Holding History

Cornerstone Management’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
Q3 		– Sell
-54
Closed -$7.7K – 250
2022
Q2 		$7.7K Hold
54
– – ﹤0.01% 179
2022
Q1 		$8.41K Hold
54
– – ﹤0.01% 179
2021
Q4 		$9.87K Buy
+54
New +$9.49K ﹤0.01% 152

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
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

Cornerstone Management's BR Position: Q3 2022 in Review

Cornerstone Management sold out of Broadridge (BR) in Q3 2022, closing a stake of 54 shares — an estimated $7.7K sold.

Cornerstone Management first reported a position in BR in Q4 2021 and held it in 3 quarters. The position peaked at $9.87K in Q4 2021. 790 funds tracked by Wall St. Rank hold BR as of Q3 2022.

  • Cornerstone Management reported no remaining Broadridge position as of Q3 2022 after selling out during the quarter.
  • Cornerstone Management sold 54 Broadridge shares in Q3 2022, an estimated $7.7K.
  • Cornerstone Management first reported a position in Broadridge in Q4 2021 and held it in 3 quarters.
  • Cornerstone Management's Broadridge position peaked at $9.87K in Q4 2021.
  • 790 funds tracked by Wall St. Rank held Broadridge as of Q3 2022.

Based on Cornerstone Management's 13F filing for Q3 2022, filed 9 May 2023.