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Epoch Investment Partners’s Broadridge BR Stock Holding History

Epoch Investment Partners’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
-11,704
Closed -$1.48M – 299
2020
Q2 		$1.48M Buy
+11,704
New +$1.36M 0.01% 265

Other funds holding BR

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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

Epoch Investment Partners's BR Position: Q3 2020 in Review

Epoch Investment Partners sold out of Broadridge (BR) in Q3 2020, closing a stake of 11,704 shares — an estimated $1.48M sold.

Epoch Investment Partners first reported a position in BR in Q2 2020 and held it in 1 quarter. The position peaked at $1.48M in Q2 2020. 741 funds tracked by Wall St. Rank hold BR as of Q3 2020.

  • Epoch Investment Partners reported no remaining Broadridge position as of Q3 2020 after selling out during the quarter.
  • Epoch Investment Partners sold 11,704 Broadridge shares in Q3 2020, an estimated $1.48M.
  • Epoch Investment Partners first reported a position in Broadridge in Q2 2020 and held it in 1 quarter.
  • Epoch Investment Partners's Broadridge position peaked at $1.48M in Q2 2020.
  • 741 funds tracked by Wall St. Rank held Broadridge as of Q3 2020.

Based on Epoch Investment Partners's 13F filing for Q3 2020, filed 13 Nov 2020.