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Essex Financial Services’s Broadridge BR Stock Holding History

Essex Financial Services’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
-965
Closed -$209K – 629
2024
Q2 		$209K Buy
+965
New +$191K 0.02% 573

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Essex Financial Services's BR Position: Q3 2024 in Review

Essex Financial Services sold out of Broadridge (BR) in Q3 2024, closing a stake of 965 shares — an estimated $209K sold.

Essex Financial Services first reported a position in BR in Q2 2024 and held it in 1 quarter. The position peaked at $209K in Q2 2024. 1,012 funds tracked by Wall St. Rank hold BR as of Q3 2024.

  • Essex Financial Services reported no remaining Broadridge position as of Q3 2024 after selling out during the quarter.
  • Essex Financial Services sold 965 Broadridge shares in Q3 2024, an estimated $209K.
  • Essex Financial Services first reported a position in Broadridge in Q2 2024 and held it in 1 quarter.
  • Essex Financial Services's Broadridge position peaked at $209K in Q2 2024.
  • 1,012 funds tracked by Wall St. Rank held Broadridge as of Q3 2024.

Based on Essex Financial Services's 13F filing for Q3 2024, filed 24 Oct 2024.