Harel Insurance Investments & Financial Services’s Broadridge BR Stock Holding History

Harel Insurance Investments & Financial Services’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
2021 Q2	–	Sell	-46	Closed	-$24K	–	775
2021 Q1	$24K	Sell	46 -20	-30%	-$2.95K	﹤0.01%	686
2020 Q4	$33K	Buy	66 +8	+14%	+$1.16K	﹤0.01%	632
2020 Q3	$8K	Buy	+58	New	+$7.75K	﹤0.01%	571
2019 Q4	–	Sell	-2,226	Closed	-$277K	–	471
2019 Q3	$277K	Buy	+2,226	New	+$287K	0.02%	164
2019 Q2	–	Sell	-1,200	Closed	-$124K	–	470
2019 Q1	$124K	Buy	1,200 +400	+50%	+$40.1K	0.01%	167
2018 Q4	$77K	Sell	800 -178	-18%	-$19.3K	﹤0.01%	254
2018 Q3	$129K	Buy	+978	New	+$124K	0.01%	245
2016 Q3	–	Sell	-260	Closed	-$17K	–	493
2016 Q2	$17K	Sell	260 -740	-74%	-$45.8K	﹤0.01%	479
2016 Q1	$59K	Buy	1,000 +300	+43%	+$16.4K	0.01%	195
2015 Q4	$38K	Buy	+700	New	+$39.3K	﹤0.01%	212

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

JIM

Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return

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

Harel Insurance Investments & Financial Services's BR Position: Q2 2021 in Review

Harel Insurance Investments & Financial Services sold out of Broadridge (BR) in Q2 2021, closing a stake of 46 shares — an estimated $24K sold.

Harel Insurance Investments & Financial Services first reported a position in BR in Q4 2015 and held it in 10 quarters. The position peaked at $277K in Q3 2019. 785 funds tracked by Wall St. Rank hold BR as of Q2 2021.

Harel Insurance Investments & Financial Services reported no remaining Broadridge position as of Q2 2021 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 46 Broadridge shares in Q2 2021, an estimated $24K.
Harel Insurance Investments & Financial Services first reported a position in Broadridge in Q4 2015 and held it in 10 quarters.
Harel Insurance Investments & Financial Services's Broadridge position peaked at $277K in Q3 2019.
785 funds tracked by Wall St. Rank held Broadridge as of Q2 2021.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2021, filed 26 Jul 2021.