Cyrus J. Lawrence’s Broadridge BR Stock Holding History

Cyrus J. Lawrence’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 Q1	$683K	Sell	2,818 -42,978	-94%	-$10.1M	2.59%	16
2024 Q4	$10.4M	Sell	45,796 -143	-0.3%	-$32K	2%	20
2024 Q3	$9.88M	Buy	45,939 +506	+1%	+$106K	1.94%	24
2024 Q2	$8.95M	Buy	45,433 +83	+0.2%	+$16.5K	1.81%	24
2024 Q1	$9.29M	Buy	+45,350	New	+$9.15M	2.06%	17
2023 Q3	$8.27M	Sell	46,202 -73	-0.2%	-$12.9K	2.27%	16
2023 Q2	$7.66M	Buy	46,275 +154	+0.3%	+$23.3K	1.66%	21
2023 Q1	$6.76M	Sell	46,121 -872	-2%	-$125K	1.97%	28
2022 Q4	$6.3M	Sell	46,993 -549	-1%	-$78K	1.88%	29
2022 Q3	$6.86M	Sell	47,542 -692	-1%	-$112K	1.35%	23
2022 Q2	$6.88M	Sell	48,234 -365	-0.8%	-$53K	1.98%	22
2022 Q1	$7.57M	Buy	+48,599	New	+$7.46M	1.73%	29

Other funds holding BR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Cyrus J. Lawrence's BR Position: Q1 2025 in Review

Cyrus J. Lawrence reduced its Broadridge (BR) stake by 94% in Q1 2025, selling an estimated $10.1M and leaving 2,818 shares worth $683K. The position accounts for 2.59% of the portfolio, ranked #16.

Cyrus J. Lawrence first reported a position in BR in Q1 2022 and has held it in 12 quarters since. The position peaked at $10.4M in Q4 2024. 1,110 funds tracked by Wall St. Rank hold BR as of Q1 2025.

Cyrus J. Lawrence held 2,818 shares of Broadridge worth $683K as of Q1 2025.
Cyrus J. Lawrence sold 42,978 Broadridge shares in Q1 2025, an estimated $10.1M.
Broadridge made up 2.59% of Cyrus J. Lawrence's portfolio in Q1 2025, its #16 holding.
Cyrus J. Lawrence first reported a position in Broadridge in Q1 2022 and has held it in 12 quarters since.
Cyrus J. Lawrence's Broadridge position peaked at $10.4M in Q4 2024.
1,110 funds tracked by Wall St. Rank held Broadridge as of Q1 2025.

Based on Cyrus J. Lawrence's 13F filing for Q1 2025, filed 15 May 2025.