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Granite Investment Advisors’s Broadridge BR Stock Holding History

Granite Investment Advisors’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
-2,700
Closed -$334K – 151
2019
Q4 		$334K Sell
2,700
-125
-4% -$15.3K 0.06% 137
2019
Q3 		$352K Sell
2,825
-575
-17% -$74K 0.07% 132
2019
Q2 		$434K Hold
3,400
– – 0.08% 119
2019
Q1 		$353K Hold
3,400
– – 0.07% 123
2018
Q4 		$327K Buy
3,400
+1,000
+42% +$108K 0.07% 124
2018
Q3 		$317K Hold
2,400
– – 0.06% 133
2018
Q2 		$276K Sell
2,400
-100
-4% -$11.3K 0.05% 144
2018
Q1 		$274K Hold
2,500
– – 0.05% 142
2017
Q4 		$226K Buy
+2,500
New +$218K 0.04% 171

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $4.13B AUM 8.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Granite Investment Advisors's BR Position: Q1 2020 in Review

Granite Investment Advisors sold out of Broadridge (BR) in Q1 2020, closing a stake of 2,700 shares — an estimated $334K sold.

Granite Investment Advisors first reported a position in BR in Q4 2017 and held it in 9 quarters. The position peaked at $434K in Q2 2019. 697 funds tracked by Wall St. Rank hold BR as of Q1 2020.

  • Granite Investment Advisors reported no remaining Broadridge position as of Q1 2020 after selling out during the quarter.
  • Granite Investment Advisors sold 2,700 Broadridge shares in Q1 2020, an estimated $334K.
  • Granite Investment Advisors first reported a position in Broadridge in Q4 2017 and held it in 9 quarters.
  • Granite Investment Advisors's Broadridge position peaked at $434K in Q2 2019.
  • 697 funds tracked by Wall St. Rank held Broadridge as of Q1 2020.

Based on Granite Investment Advisors's 13F filing for Q1 2020, filed 18 May 2020.