CSat Investment Advisory’s Broadridge BR Stock Holding History

CSat Investment Advisory’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
2021 Q1	$52K	Buy	342 +109	+47%	+$16.1K	0.04%	180
2020 Q4	$36K	Sell	233 -322	-58%	-$46.7K	0.03%	223
2020 Q3	$74K	Buy	555 +13	+2%	+$1.74K	0.01%	577
2020 Q2	$68K	Buy	542 +55	+11%	+$6.37K	0.01%	604
2020 Q1	$46K	Buy	487 +22	+5%	+$2.51K	0.01%	543
2019 Q4	$58K	Buy	465 +97	+26%	+$11.9K	0.02%	580
2019 Q3	$46K	Buy	368 +20	+6%	+$2.58K	0.01%	581
2019 Q2	$45K	Buy	348 +92	+36%	+$11.1K	0.02%	581
2019 Q1	$27K	Buy	256 +24	+10%	+$2.41K	0.01%	247
2018 Q4	$22K	Buy	232 +136	+142%	+$14.7K	0.01%	246
2018 Q3	$13K	Sell	96 -7	-7%	-$888	0.01%	310
2018 Q2	$12K	Buy	+103	New	+$11.6K	0.01%	297

Other funds holding BR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JIM

Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CSat Investment Advisory's BR Position: Q1 2021 in Review

CSat Investment Advisory increased its Broadridge (BR) stake by 47% in Q1 2021, buying an estimated $16.1K and bringing the position to 342 shares worth $52K. The position accounts for 0.04% of the portfolio, ranked #180.

CSat Investment Advisory first reported a position in BR in Q2 2018 and has held it in 12 quarters since. The position peaked at $74K in Q3 2020. 769 funds tracked by Wall St. Rank hold BR as of Q1 2021.

CSat Investment Advisory held 342 shares of Broadridge worth $52K as of Q1 2021.
CSat Investment Advisory bought 109 Broadridge shares in Q1 2021, an estimated $16.1K.
Broadridge made up 0.04% of CSat Investment Advisory's portfolio in Q1 2021, its #180 holding.
CSat Investment Advisory first reported a position in Broadridge in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Broadridge position peaked at $74K in Q3 2020.
769 funds tracked by Wall St. Rank held Broadridge as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.