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Freedom Day Solutions’s Broadridge BR Stock Holding History

Freedom Day Solutions’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
Q1 		– Sell
-16,453
Closed -$2.03M – 81
2019
Q4 		$2.03M Sell
16,453
-216
-1% -$26.4K 1.36% 31
2019
Q3 		$2.07M Sell
16,669
-340
-2% -$43.8K 1.51% 28
2019
Q2 		$2.17M Sell
17,009
-1,214
-7% -$146K 1.65% 21
2019
Q1 		$1.89M Sell
18,223
-165
-0.9% -$16.6K 1.55% 24
2018
Q4 		$1.77M Sell
18,388
-517
-3% -$56K 1.85% 23
2018
Q3 		$2.49M Sell
18,905
-1,067
-5% -$135K 1.97% 9
2018
Q2 		$2.3M Sell
19,972
-788
-4% -$88.9K 1.87% 12
2018
Q1 		$2.28M Sell
20,760
-1,429
-6% -$142K 1.99% 14
2017
Q4 		$2.01M Buy
+22,189
New +$1.94M 1.7% 29

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
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Freedom Day Solutions's BR Position: Q1 2020 in Review

Freedom Day Solutions sold out of Broadridge (BR) in Q1 2020, closing a stake of 16,453 shares — an estimated $2.03M sold.

Freedom Day Solutions first reported a position in BR in Q4 2017 and held it in 9 quarters. The position peaked at $2.49M in Q3 2018. 697 funds tracked by Wall St. Rank hold BR as of Q1 2020.

  • Freedom Day Solutions reported no remaining Broadridge position as of Q1 2020 after selling out during the quarter.
  • Freedom Day Solutions sold 16,453 Broadridge shares in Q1 2020, an estimated $2.03M.
  • Freedom Day Solutions first reported a position in Broadridge in Q4 2017 and held it in 9 quarters.
  • Freedom Day Solutions's Broadridge position peaked at $2.49M in Q3 2018.
  • 697 funds tracked by Wall St. Rank held Broadridge as of Q1 2020.

Based on Freedom Day Solutions's 13F filing for Q1 2020, filed 10 Apr 2020.