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	0.22%	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 $5.7T 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

APG Asset Management

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

T. Rowe Price Associates

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

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

Capital International Investors

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

Geode Capital Management

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