Inspire Investing’s Broadridge BR Stock Holding History

Inspire Investing’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
2018 Q4	–	Sell	-2,257	Closed	-$298K	–	243
2018 Q3	$298K	Buy	+2,257	New	+$286K	0.18%	167

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Inspire Investing's BR Position: Q4 2018 in Review

Inspire Investing sold out of Broadridge (BR) in Q4 2018, closing a stake of 2,257 shares — an estimated $298K sold.

Inspire Investing first reported a position in BR in Q3 2018 and held it in 1 quarter. The position peaked at $298K in Q3 2018. 710 funds tracked by Wall St. Rank hold BR as of Q4 2018.

Inspire Investing reported no remaining Broadridge position as of Q4 2018 after selling out during the quarter.
Inspire Investing sold 2,257 Broadridge shares in Q4 2018, an estimated $298K.
Inspire Investing first reported a position in Broadridge in Q3 2018 and held it in 1 quarter.
Inspire Investing's Broadridge position peaked at $298K in Q3 2018.
710 funds tracked by Wall St. Rank held Broadridge as of Q4 2018.

Based on Inspire Investing's 13F filing for Q4 2018, filed 1 Feb 2019.