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Gofen & Glossberg’s Broadridge BR Stock Holding History

Gofen & Glossberg’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
Q4 		$212K Buy
1,579
+64
+4% +$9.09K 0.01% 512
2022
Q3 		$219K Buy
1,515
+1
+0.1% +$162 0.01% 476
2022
Q2 		$216K Buy
1,514
+1
+0.1% +$145 0.01% 489
2022
Q1 		$236K Buy
1,513
+1
+0.1% +$153 0.01% 508
2021
Q4 		$276K Buy
1,512
+1
+0.1% +$176 0.01% 479
2021
Q3 		$252K Hold
1,511
– – 0.01% 486
2021
Q2 		$244K Buy
1,511
+1
+0.1% +$160 0.01% 489
2021
Q1 		$231K Buy
1,510
+200
+15% +$29.5K 0.01% 480
2020
Q4 		$201K Buy
+1,310
New +$190K 0.01% 489

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Gofen & Glossberg's BR Position: Q4 2022 in Review

Gofen & Glossberg increased its Broadridge (BR) stake by 4.2% in Q4 2022, buying an estimated $9.09K and bringing the position to 1,579 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #512.

Gofen & Glossberg first reported a position in BR in Q4 2020 and has held it in 9 quarters since. The position peaked at $276K in Q4 2021. 785 funds tracked by Wall St. Rank hold BR as of Q4 2022.

  • Gofen & Glossberg held 1,579 shares of Broadridge worth $212K as of Q4 2022.
  • Gofen & Glossberg bought 64 Broadridge shares in Q4 2022, an estimated $9.09K.
  • Broadridge made up 0.01% of Gofen & Glossberg's portfolio in Q4 2022, its #512 holding.
  • Gofen & Glossberg first reported a position in Broadridge in Q4 2020 and has held it in 9 quarters since.
  • Gofen & Glossberg's Broadridge position peaked at $276K in Q4 2021.
  • 785 funds tracked by Wall St. Rank held Broadridge as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.