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Incline Global Management’s Broadridge BR Stock Holding History

Incline Global 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
2017
Q4 		– Sell
-434,248
Closed -$35.1M – 42
2017
Q3 		$35.1M Buy
+434,248
New +$33.4M 2.9% 19

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Incline Global Management's BR Position: Q4 2017 in Review

Incline Global Management sold out of Broadridge (BR) in Q4 2017, closing a stake of 434,248 shares — an estimated $35.1M sold.

Incline Global Management first reported a position in BR in Q3 2017 and held it in 1 quarter. The position peaked at $35.1M in Q3 2017. 602 funds tracked by Wall St. Rank hold BR as of Q4 2017.

  • Incline Global Management reported no remaining Broadridge position as of Q4 2017 after selling out during the quarter.
  • Incline Global Management sold 434,248 Broadridge shares in Q4 2017, an estimated $35.1M.
  • Incline Global Management first reported a position in Broadridge in Q3 2017 and held it in 1 quarter.
  • Incline Global Management's Broadridge position peaked at $35.1M in Q3 2017.
  • 602 funds tracked by Wall St. Rank held Broadridge as of Q4 2017.

Based on Incline Global Management's 13F filing for Q4 2017, filed 14 Feb 2018.