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Crew Capital Management’s Broadridge BR Stock Holding History

Crew Capital 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
2025
Q2 		– Sell
-2,020
Closed -$490K – 119
2025
Q1 		$490K Buy
2,020
+48
+2% +$11.3K 0.4% 82
2024
Q4 		$446K Sell
1,972
-2,092
-51% -$469K 0.37% 83
2024
Q3 		$874K Sell
4,064
-465
-10% -$97.3K 0.7% 53
2024
Q2 		$892K Buy
4,529
+558
+14% +$111K 0.71% 38
2024
Q1 		$813K Buy
+3,971
New +$801K 0.66% 47

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Crew Capital Management's BR Position: Q2 2025 in Review

Crew Capital Management sold out of Broadridge (BR) in Q2 2025, closing a stake of 2,020 shares — an estimated $490K sold.

Crew Capital Management first reported a position in BR in Q1 2024 and held it in 5 quarters. The position peaked at $892K in Q2 2024. 1,095 funds tracked by Wall St. Rank hold BR as of Q2 2025.

  • Crew Capital Management reported no remaining Broadridge position as of Q2 2025 after selling out during the quarter.
  • Crew Capital Management sold 2,020 Broadridge shares in Q2 2025, an estimated $490K.
  • Crew Capital Management first reported a position in Broadridge in Q1 2024 and held it in 5 quarters.
  • Crew Capital Management's Broadridge position peaked at $892K in Q2 2024.
  • 1,095 funds tracked by Wall St. Rank held Broadridge as of Q2 2025.

Based on Crew Capital Management's 13F filing for Q2 2025, filed 14 Jul 2025.