Geneva Partners’s Broadridge BR Stock Holding History

Geneva Partners’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 Q1	–	Sell	-1,750	Closed	-$360K	–	70
2023 Q4	$360K	Buy	+1,750	New	+$323K	0.2%	63

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 $3.37T AUM 44.26% 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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geneva Partners's BR Position: Q1 2024 in Review

Geneva Partners sold out of Broadridge (BR) in Q1 2024, closing a stake of 1,750 shares — an estimated $360K sold.

Geneva Partners first reported a position in BR in Q4 2023 and held it in 1 quarter. The position peaked at $360K in Q4 2023. 940 funds tracked by Wall St. Rank hold BR as of Q1 2024.

Geneva Partners reported no remaining Broadridge position as of Q1 2024 after selling out during the quarter.
Geneva Partners sold 1,750 Broadridge shares in Q1 2024, an estimated $360K.
Geneva Partners first reported a position in Broadridge in Q4 2023 and held it in 1 quarter.
Geneva Partners's Broadridge position peaked at $360K in Q4 2023.
940 funds tracked by Wall St. Rank held Broadridge as of Q1 2024.

Based on Geneva Partners's 13F filing for Q1 2024, filed 30 Apr 2024.