Estate Counselors’s Broadridge BR Stock Holding History

Estate Counselors’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 Q2	–	Sell	-6,392	Closed	-$995K	–	172
2022 Q1	$995K	Hold	6,392	–	–	0.13%	92
2021 Q4	$1.17M	Buy	+6,392	New	+$1.12M	0.14%	87

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 $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JIM

Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return

Estate Counselors's BR Position: Q2 2022 in Review

Estate Counselors sold out of Broadridge (BR) in Q2 2022, closing a stake of 6,392 shares — an estimated $995K sold.

Estate Counselors first reported a position in BR in Q4 2021 and held it in 2 quarters. The position peaked at $1.17M in Q4 2021. 761 funds tracked by Wall St. Rank hold BR as of Q2 2022.

Estate Counselors reported no remaining Broadridge position as of Q2 2022 after selling out during the quarter.
Estate Counselors sold 6,392 Broadridge shares in Q2 2022, an estimated $995K.
Estate Counselors first reported a position in Broadridge in Q4 2021 and held it in 2 quarters.
Estate Counselors's Broadridge position peaked at $1.17M in Q4 2021.
761 funds tracked by Wall St. Rank held Broadridge as of Q2 2022.

Based on Estate Counselors's 13F filing for Q2 2022, filed 3 Aug 2022.