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Industrial Alliance Investment Management’s Broadridge BR Stock Holding History

Industrial Alliance Investment 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
2023
Q2 		– Sell
-2,270
Closed -$333K – 211
2023
Q1 		$333K Buy
2,270
+1,578
+228% +$226K 0.01% 390
2022
Q4 		$93K Buy
+692
New +$98.3K ﹤0.01% 379

Other funds holding BR

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 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 $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Industrial Alliance Investment Management's BR Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Broadridge (BR) in Q2 2023, closing a stake of 2,270 shares — an estimated $333K sold.

Industrial Alliance Investment Management first reported a position in BR in Q4 2022 and held it in 2 quarters. The position peaked at $333K in Q1 2023. 817 funds tracked by Wall St. Rank hold BR as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining Broadridge position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 2,270 Broadridge shares in Q2 2023, an estimated $333K.
  • Industrial Alliance Investment Management first reported a position in Broadridge in Q4 2022 and held it in 2 quarters.
  • Industrial Alliance Investment Management's Broadridge position peaked at $333K in Q1 2023.
  • 817 funds tracked by Wall St. Rank held Broadridge as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.