Granite FO LLC’s Broadridge BR Stock Holding History

Granite FO LLC’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
2023 Q2	–	Sell	-600	Closed	-$87.2K	–	176
2023 Q1	$87.2K	Buy	+600	New	+$85.9K	0.05%	126

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Granite FO LLC's BR Position: Q2 2023 in Review

Granite FO LLC sold out of Broadridge (BR) in Q2 2023, closing a stake of 600 shares — an estimated $87.2K sold.

Granite FO LLC first reported a position in BR in Q1 2023 and held it in 1 quarter. The position peaked at $87.2K in Q1 2023. 817 funds tracked by Wall St. Rank hold BR as of Q2 2023.

Granite FO LLC reported no remaining Broadridge position as of Q2 2023 after selling out during the quarter.
Granite FO LLC sold 600 Broadridge shares in Q2 2023, an estimated $87.2K.
Granite FO LLC first reported a position in Broadridge in Q1 2023 and held it in 1 quarter.
Granite FO LLC's Broadridge position peaked at $87.2K in Q1 2023.
817 funds tracked by Wall St. Rank held Broadridge as of Q2 2023.

Based on Granite FO LLC's 13F filing for Q2 2023, filed 5 Sep 2024.