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Disciplined Investments’s Broadridge BR Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-15
Closed -$2.48K – 295
2023
Q2 		$2.48K Sell
15
-1
-6% -$151 ﹤0.01% 578
2023
Q1 		$2.35K Buy
16
+4
+33% +$572 ﹤0.01% 604
2022
Q4 		$1.61K Sell
12
-6
-33% -$852 ﹤0.01% 700
2022
Q3 		$3K Sell
18
-2
-10% -$325 ﹤0.01% 498
2022
Q2 		$3K Buy
20
+3
+18% +$435 ﹤0.01% 518
2022
Q1 		$3K Buy
+17
New +$2.61K ﹤0.01% 545

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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

Disciplined Investments's BR Position: Q3 2023 in Review

Disciplined Investments sold out of Broadridge (BR) in Q3 2023, closing a stake of 15 shares — an estimated $2.48K sold.

Disciplined Investments first reported a position in BR in Q1 2022 and held it in 6 quarters. The position peaked at $3K in Q3 2022. 852 funds tracked by Wall St. Rank hold BR as of Q3 2023.

  • Disciplined Investments reported no remaining Broadridge position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 15 Broadridge shares in Q3 2023, an estimated $2.48K.
  • Disciplined Investments first reported a position in Broadridge in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Broadridge position peaked at $3K in Q3 2022.
  • 852 funds tracked by Wall St. Rank held Broadridge as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.