DIM
BR icon

DC Investments Management’s Broadridge BR Stock Holding History

DC Investments 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
2020
Q3 		– Sell
-2,694
Closed -$340K – 102
2020
Q2 		$340K Buy
+2,694
New +$312K 0.13% 145
2019
Q2 		– Sell
-3,480
Closed -$361K – 330
2019
Q1 		$361K Hold
3,480
– – 0.23% 191
2018
Q4 		$335K Sell
3,480
-1,264
-27% -$137K 0.27% 180
2018
Q3 		$626K Sell
4,744
-144
-3% -$18.3K 0.42% 46
2018
Q2 		$563K Sell
4,888
-809
-14% -$91.3K 0.36% 98
2018
Q1 		$625K Sell
5,697
-2,307
-29% -$229K 0.42% 81
2017
Q4 		$725K Buy
+8,004
New +$698K 0.3% 89

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return