Highlander Capital Management’s Broadridge BR Stock Holding History

Highlander Capital Management’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
2024 Q1	$102K	Hold	500	–	–	0.04%	287
2023 Q4	$103K	Hold	500	–	–	0.04%	291
2023 Q3	$90K	Hold	500	–	–	0.04%	291
2023 Q2	$83K	Hold	500	–	–	0.04%	262
2023 Q1	$73K	Hold	500	–	–	0.04%	271
2022 Q4	$67K	Hold	500	–	–	0.04%	265
2022 Q3	$72K	Hold	500	–	–	0.04%	236
2022 Q2	$71K	Hold	500	–	–	0.04%	250
2022 Q1	$78K	Hold	500	–	–	0.04%	240
2021 Q4	$91K	Hold	500	–	–	0.04%	222
2021 Q3	$83K	Hold	500	–	–	0.04%	227
2021 Q2	$81K	Hold	500	–	–	0.04%	238
2021 Q1	$77K	Hold	500	–	–	0.04%	234
2020 Q4	$77K	Hold	500	–	–	0.04%	228
2020 Q3	$66K	Hold	500	–	–	0.04%	241
2020 Q2	$63K	Hold	500	–	–	0.04%	252
2020 Q1	$47K	Hold	500	–	–	0.03%	288
2019 Q4	$62K	Hold	500	–	–	0.04%	272
2019 Q3	$62K	Hold	500	–	–	0.04%	272
2019 Q2	$64K	Hold	500	–	–	0.04%	290
2019 Q1	$52K	Hold	500	–	–	0.03%	309
2018 Q4	$48K	Hold	500	–	–	0.03%	317
2018 Q3	$66K	Hold	500	–	–	0.04%	318
2018 Q2	$58K	Hold	500	–	–	0.03%	332
2018 Q1	$52K	Buy	+500	New	+$49.6K	0.03%	349
2015 Q3	–	Sell	-25	Closed	-$1K	–	831
2015 Q2	$1K	Hold	25	–	–	﹤0.01%	814
2015 Q1	$1K	Hold	25	–	–	﹤0.01%	818
2014 Q4	$1K	Buy	+25	New	+$1.09K	﹤0.01%	823

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

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

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

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Highlander Capital Management's BR Position: Q1 2024 in Review

Highlander Capital Management held its Broadridge (BR) position steady in Q1 2024 at 500 shares worth $102K. The position accounts for 0.04% of the portfolio, ranked #287.

Highlander Capital Management first reported a position in BR in Q4 2014 and has held it in 28 quarters since. The position peaked at $103K in Q4 2023. 939 funds tracked by Wall St. Rank hold BR as of Q1 2024.

Highlander Capital Management held 500 shares of Broadridge worth $102K as of Q1 2024.
Highlander Capital Management left its Broadridge share count unchanged in Q1 2024.
Broadridge made up 0.04% of Highlander Capital Management's portfolio in Q1 2024, its #287 holding.
Highlander Capital Management first reported a position in Broadridge in Q4 2014 and has held it in 28 quarters since.
Highlander Capital Management's Broadridge position peaked at $103K in Q4 2023.
939 funds tracked by Wall St. Rank held Broadridge as of Q1 2024.

Based on Highlander Capital Management's 13F filing for Q1 2024, filed 20 May 2024.