E Fund Management
BR icon

E Fund Management’s Broadridge BR Stock Holding History

E Fund 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
2022
Q1 		– Sell
-1,133
Closed -$207K – 330
2021
Q4 		$207K Sell
1,133
-119
-10% -$20.9K 0.01% 254
2021
Q3 		$209K Buy
+1,252
New +$213K 0.01% 226
2021
Q1 		$240K Buy
+1,570
New +$232K 0.02% 202

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jensen Investment Management
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return

E Fund Management's BR Position: Q1 2022 in Review

E Fund Management sold out of Broadridge (BR) in Q1 2022, closing a stake of 1,133 shares — an estimated $207K sold.

E Fund Management first reported a position in BR in Q1 2021 and held it in 3 quarters. The position peaked at $240K in Q1 2021. 776 funds tracked by Wall St. Rank hold BR as of Q1 2022.

  • E Fund Management reported no remaining Broadridge position as of Q1 2022 after selling out during the quarter.
  • E Fund Management sold 1,133 Broadridge shares in Q1 2022, an estimated $207K.
  • E Fund Management first reported a position in Broadridge in Q1 2021 and held it in 3 quarters.
  • E Fund Management's Broadridge position peaked at $240K in Q1 2021.
  • 776 funds tracked by Wall St. Rank held Broadridge as of Q1 2022.

Based on E Fund Management's 13F filing for Q1 2022, filed 12 May 2022.