Gyroscope Capital Management Group’s Broadridge BR Stock Holding History

Gyroscope Capital Management Group’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 Q1	–	Sell	-3,334	Closed	-$447K	–	168
2022 Q4	$447K	Sell	3,334 -26	-0.8%	-$3.69K	0.14%	107
2022 Q3	$485K	Buy	+3,360	New	+$545K	0.19%	85
2022 Q2	–	Sell	-3,145	Closed	-$490K	–	115
2022 Q1	$490K	Sell	3,145 -162	-5%	-$24.9K	0.17%	96
2021 Q4	$605K	Sell	3,307 -642	-16%	-$113K	0.21%	86
2021 Q3	$658K	Sell	3,949 -201	-5%	-$34.2K	0.25%	76
2021 Q2	$670K	Sell	4,150 -97	-2%	-$15.5K	0.24%	79
2021 Q1	$650K	Sell	4,247 -386	-8%	-$57K	0.26%	77
2020 Q4	$710K	Sell	4,633 -213	-4%	-$30.9K	0.31%	69
2020 Q3	$640K	Sell	4,846 -495	-9%	-$66.2K	0.29%	81
2020 Q2	$674K	Buy	+5,341	New	+$618K	0.31%	67
2020 Q1	–	Sell	-4,097	Closed	-$506K	–	114
2019 Q4	$506K	Buy	4,097 +860	+27%	+$105K	0.18%	99
2019 Q3	$394K	Buy	+3,237	New	+$417K	0.16%	102
2019 Q1	–	Sell	-2,442	Closed	-$235K	–	131
2018 Q4	$235K	Buy	+2,442	New	+$264K	0.09%	130

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gyroscope Capital Management Group's BR Position: Q1 2023 in Review

Gyroscope Capital Management Group sold out of Broadridge (BR) in Q1 2023, closing a stake of 3,334 shares — an estimated $447K sold.

Gyroscope Capital Management Group first reported a position in BR in Q4 2018 and held it in 13 quarters. The position peaked at $710K in Q4 2020. 789 funds tracked by Wall St. Rank hold BR as of Q1 2023.

Gyroscope Capital Management Group reported no remaining Broadridge position as of Q1 2023 after selling out during the quarter.
Gyroscope Capital Management Group sold 3,334 Broadridge shares in Q1 2023, an estimated $447K.
Gyroscope Capital Management Group first reported a position in Broadridge in Q4 2018 and held it in 13 quarters.
Gyroscope Capital Management Group's Broadridge position peaked at $710K in Q4 2020.
789 funds tracked by Wall St. Rank held Broadridge as of Q1 2023.

Based on Gyroscope Capital Management Group's 13F filing for Q1 2023, filed 3 May 2023.