Guardian Life Insurance’s Broadridge BR Stock Holding History

Guardian Life Insurance’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	-338	Closed	-$42K	–	66
2019 Q4	$42K	Hold	338	–	–	0.01%	353
2019 Q3	$42K	Buy	338 +9	+3%	+$1.16K	0.01%	352
2019 Q2	$42K	Hold	329	–	–	0.01%	355
2019 Q1	$34K	Hold	329	–	–	﹤0.01%	399
2018 Q4	$32K	Buy	329 +4	+1%	+$433	0.01%	373
2018 Q3	$43K	Hold	325	–	–	0.01%	343
2018 Q2	$37K	Buy	+325	New	+$36.7K	0.01%	362

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $5.07B AUM 4.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Guardian Life Insurance's BR Position: Q1 2020 in Review

Guardian Life Insurance sold out of Broadridge (BR) in Q1 2020, closing a stake of 338 shares — an estimated $42K sold.

Guardian Life Insurance first reported a position in BR in Q2 2018 and held it in 7 quarters. The position peaked at $43K in Q3 2018. 697 funds tracked by Wall St. Rank hold BR as of Q1 2020.

Guardian Life Insurance reported no remaining Broadridge position as of Q1 2020 after selling out during the quarter.
Guardian Life Insurance sold 338 Broadridge shares in Q1 2020, an estimated $42K.
Guardian Life Insurance first reported a position in Broadridge in Q2 2018 and held it in 7 quarters.
Guardian Life Insurance's Broadridge position peaked at $43K in Q3 2018.
697 funds tracked by Wall St. Rank held Broadridge as of Q1 2020.

Based on Guardian Life Insurance's 13F filing for Q1 2020.