Everence Capital Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $618K | Hold |
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|
2025
Q2 | $631K | Hold |
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|
2025
Q1 | $629K | Hold |
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|
2024
Q4 | $587K | Hold |
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|
2024
Q3 | $558K | Hold |
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|
2024
Q2 | $502 | Hold |
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|
2024
Q1 | $532 | Hold |
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|
2023
Q4 | $534K | Hold |
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|
2023
Q3 | $465 | Hold |
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|
2023
Q2 | $381K | Hold |
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|
2023
Q1 | $380 | Hold |
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|
2022
Q4 | $348 | Hold |
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|
2022
Q3 | $375K | Hold |
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|
2022
Q2 | $370K | Sell |
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|
2022
Q1 | $814K | Buy |
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|
2021
Q4 | $475K | Hold |
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|
2021
Q3 | $433K | Hold |
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|
2021
Q2 | $419K | Hold |
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|
2021
Q1 | $397K | Hold |
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|
2020
Q4 | $398K | Hold |
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|
2020
Q3 | $343K | Hold |
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|
2020
Q2 | $314K | Hold |
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|
2020
Q1 | $246K | Hold |
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|
2019
Q4 | $321K | Buy |
|