Fulcrum Equity Management’s Broadridge BR Stock Holding History

Fulcrum Equity 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
2019 Q4	–	Sell	-24	Closed	-$3K	–	105
2019 Q3	$3K	Buy	+24	New	+$3.09K	﹤0.01%	184

Other funds holding BR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

JIM

Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fulcrum Equity Management's BR Position: Q4 2019 in Review

Fulcrum Equity Management sold out of Broadridge (BR) in Q4 2019, closing a stake of 24 shares — an estimated $3K sold.

Fulcrum Equity Management first reported a position in BR in Q3 2019 and held it in 1 quarter. The position peaked at $3K in Q3 2019. 751 funds tracked by Wall St. Rank hold BR as of Q4 2019.

Fulcrum Equity Management reported no remaining Broadridge position as of Q4 2019 after selling out during the quarter.
Fulcrum Equity Management sold 24 Broadridge shares in Q4 2019, an estimated $3K.
Fulcrum Equity Management first reported a position in Broadridge in Q3 2019 and held it in 1 quarter.
Fulcrum Equity Management's Broadridge position peaked at $3K in Q3 2019.
751 funds tracked by Wall St. Rank held Broadridge as of Q4 2019.

Based on Fulcrum Equity Management's 13F filing for Q4 2019, filed 12 Feb 2020.