Essex Investment Management’s Broadridge BR Stock Holding History

Essex Investment 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
2024 Q2	–	Sell	-18	Closed	-$3.69K	–	305
2024 Q1	$3.69K	Hold	18	–	–	﹤0.01%	299
2023 Q4	$3.7K	Hold	18	–	–	﹤0.01%	309
2023 Q3	$3.22K	Hold	18	–	–	﹤0.01%	350
2023 Q2	$2.98K	Hold	18	–	–	﹤0.01%	362
2023 Q1	$2.64K	Hold	18	–	–	﹤0.01%	378
2022 Q4	$2K	Hold	18	–	–	﹤0.01%	392
2022 Q3	$3K	Hold	18	–	–	﹤0.01%	399
2022 Q2	$3K	Hold	18	–	–	﹤0.01%	416
2022 Q1	$3K	Hold	18	–	–	﹤0.01%	386
2021 Q4	$3K	Hold	18	–	–	﹤0.01%	398
2021 Q3	$3K	Hold	18	–	–	﹤0.01%	411
2021 Q2	$3K	Hold	18	–	–	﹤0.01%	411
2021 Q1	$3K	Hold	18	–	–	﹤0.01%	436
2020 Q4	$3K	Sell	18 -81	-82%	-$11.8K	﹤0.01%	463
2020 Q3	$13K	Buy	99 +81	+450%	+$10.8K	﹤0.01%	424
2020 Q2	$2K	Hold	18	–	–	﹤0.01%	411
2020 Q1	$2K	Hold	18	–	–	﹤0.01%	378
2019 Q4	$2K	Hold	18	–	–	﹤0.01%	463
2019 Q3	$2K	Hold	18	–	–	﹤0.01%	454
2019 Q2	$2K	Hold	18	–	–	﹤0.01%	465
2019 Q1	$2K	Hold	18	–	–	﹤0.01%	469
2018 Q4	$2K	Buy	+18	New	+$1.95K	﹤0.01%	464

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Essex Investment Management's BR Position: Q2 2024 in Review

Essex Investment Management sold out of Broadridge (BR) in Q2 2024, closing a stake of 18 shares — an estimated $3.69K sold.

Essex Investment Management first reported a position in BR in Q4 2018 and held it in 22 quarters. The position peaked at $13K in Q3 2020. 927 funds tracked by Wall St. Rank hold BR as of Q2 2024.

Essex Investment Management reported no remaining Broadridge position as of Q2 2024 after selling out during the quarter.
Essex Investment Management sold 18 Broadridge shares in Q2 2024, an estimated $3.69K.
Essex Investment Management first reported a position in Broadridge in Q4 2018 and held it in 22 quarters.
Essex Investment Management's Broadridge position peaked at $13K in Q3 2020.
927 funds tracked by Wall St. Rank held Broadridge as of Q2 2024.

Based on Essex Investment Management's 13F filing for Q2 2024, filed 12 Aug 2024.