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	$7.66K	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 $5.7T AUM 30.48% 1-Year Est. Return

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

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 London, United Kingdom $280B 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