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EdgeRock Capital’s Broadridge BR Stock Holding History

EdgeRock Capital’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
2024
Q3 		– Sell
-161
Closed -$31.7K – 91
2024
Q2 		$31.7K Buy
+161
New +$31.9K 0.02% 144
2024
Q1 		– Sell
-39
Closed -$7.87K – 111
2023
Q4 		$7.87K Buy
+39
New +$7.2K 0.01% 227

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

EdgeRock Capital's BR Position: Q3 2024 in Review

EdgeRock Capital sold out of Broadridge (BR) in Q3 2024, closing a stake of 161 shares — an estimated $31.7K sold.

EdgeRock Capital first reported a position in BR in Q4 2023 and held it in 2 quarters. The position peaked at $31.7K in Q2 2024. 1,013 funds tracked by Wall St. Rank hold BR as of Q3 2024.

  • EdgeRock Capital reported no remaining Broadridge position as of Q3 2024 after selling out during the quarter.
  • EdgeRock Capital sold 161 Broadridge shares in Q3 2024, an estimated $31.7K.
  • EdgeRock Capital first reported a position in Broadridge in Q4 2023 and held it in 2 quarters.
  • EdgeRock Capital's Broadridge position peaked at $31.7K in Q2 2024.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q3 2024.

Based on EdgeRock Capital's 13F filing for Q3 2024, filed 15 Oct 2024.