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Desjardins Global Asset Management’s Broadridge BR Stock Holding History

Desjardins Global Asset 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
2023
Q4 		$147K Buy
715
+86
+14% +$15.9K 0.02% 403
2023
Q3 		$113K Sell
629
-260
-29% -$46K 0.01% 450
2023
Q2 		$147K Buy
889
+737
+485% +$112K 0.02% 469
2023
Q1 		$22K Buy
+152
New +$21.8K ﹤0.01% 563

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Desjardins Global Asset Management's BR Position: Q4 2023 in Review

Desjardins Global Asset Management increased its Broadridge (BR) stake by 14% in Q4 2023, buying an estimated $15.9K and bringing the position to 715 shares worth $147K. The position accounts for 0.02% of the portfolio, ranked #403.

Desjardins Global Asset Management first reported a position in BR in Q1 2023 and has held it in 4 quarters since. The position peaked at $147K in Q2 2023. 918 funds tracked by Wall St. Rank hold BR as of Q4 2023.

  • Desjardins Global Asset Management held 715 shares of Broadridge worth $147K as of Q4 2023.
  • Desjardins Global Asset Management bought 86 Broadridge shares in Q4 2023, an estimated $15.9K.
  • Broadridge made up 0.02% of Desjardins Global Asset Management's portfolio in Q4 2023, its #403 holding.
  • Desjardins Global Asset Management first reported a position in Broadridge in Q1 2023 and has held it in 4 quarters since.
  • Desjardins Global Asset Management's Broadridge position peaked at $147K in Q2 2023.
  • 918 funds tracked by Wall St. Rank held Broadridge as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.