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Hobart Private Capital’s Broadridge BR Stock Holding History

Hobart Private Capital’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
2019
Q3 		– Sell
-2,805
Closed -$358K – 146
2019
Q2 		$358K Buy
2,805
+218
+8% +$26.3K 0.25% 92
2019
Q1 		$268K Buy
2,587
+151
+6% +$15.1K 0.2% 124
2018
Q4 		$234K Buy
2,436
+19
+0.8% +$2.06K 0.2% 120
2018
Q3 		$319K Buy
2,417
+308
+15% +$39.1K 0.24% 101
2018
Q2 		$243K Buy
2,109
+216
+11% +$24.4K 0.2% 111
2018
Q1 		$208K Buy
+1,893
New +$188K 0.18% 114

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $4.13B AUM 8.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hobart Private Capital's BR Position: Q3 2019 in Review

Hobart Private Capital sold out of Broadridge (BR) in Q3 2019, closing a stake of 2,805 shares — an estimated $358K sold.

Hobart Private Capital first reported a position in BR in Q1 2018 and held it in 6 quarters. The position peaked at $358K in Q2 2019. 691 funds tracked by Wall St. Rank hold BR as of Q3 2019.

  • Hobart Private Capital reported no remaining Broadridge position as of Q3 2019 after selling out during the quarter.
  • Hobart Private Capital sold 2,805 Broadridge shares in Q3 2019, an estimated $358K.
  • Hobart Private Capital first reported a position in Broadridge in Q1 2018 and held it in 6 quarters.
  • Hobart Private Capital's Broadridge position peaked at $358K in Q2 2019.
  • 691 funds tracked by Wall St. Rank held Broadridge as of Q3 2019.

Based on Hobart Private Capital's 13F filing for Q3 2019, filed 11 Mar 2024.