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Guardian Capital (Canada)’s Broadridge BR Stock Holding History

Guardian Capital (Canada)’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
Q1 		– Sell
-5,745
Closed -$1.05M – 183
2021
Q4 		$1.05M Hold
5,745
– – 0.02% 136
2021
Q3 		$957K Buy
5,745
+90
+2% +$15.3K 0.02% 136
2021
Q2 		$913K Sell
5,655
-630
-10% -$101K 0.02% 141
2021
Q1 		$962K Sell
6,285
-455
-7% -$67.2K 0.02% 138
2020
Q4 		$1.03M Buy
6,740
+590
+10% +$85.6K 0.02% 129
2020
Q3 		$812K Sell
6,150
-690
-10% -$92.2K 0.02% 129
2020
Q2 		$863K Buy
6,840
+2,765
+68% +$320K 0.02% 118
2020
Q1 		$386K Buy
4,075
+425
+12% +$48.5K 0.01% 134
2019
Q4 		$451K Hold
3,650
– – 0.01% 141
2019
Q3 		$454K Hold
3,650
– – 0.01% 141
2019
Q2 		$466K Sell
3,650
-395
-10% -$47.6K 0.01% 129
2019
Q1 		$419K Buy
4,045
+1,535
+61% +$154K 0.01% 145
2018
Q4 		$242K Buy
+2,510
New +$272K 0.01% 177

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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
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