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Jackson Creek Investment Advisors’s Broadridge BR Stock Holding History

Jackson Creek Investment Advisors’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
Q2 		– Sell
-4,769
Closed -$977K – 305
2024
Q1 		$977K Buy
+4,769
New +$962K 0.35% 166

Other funds holding BR

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Jackson Creek Investment Advisors's BR Position: Q2 2024 in Review

Jackson Creek Investment Advisors sold out of Broadridge (BR) in Q2 2024, closing a stake of 4,769 shares — an estimated $977K sold.

Jackson Creek Investment Advisors first reported a position in BR in Q1 2024 and held it in 1 quarter. The position peaked at $977K in Q1 2024. 926 funds tracked by Wall St. Rank hold BR as of Q2 2024.

  • Jackson Creek Investment Advisors reported no remaining Broadridge position as of Q2 2024 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 4,769 Broadridge shares in Q2 2024, an estimated $977K.
  • Jackson Creek Investment Advisors first reported a position in Broadridge in Q1 2024 and held it in 1 quarter.
  • Jackson Creek Investment Advisors's Broadridge position peaked at $977K in Q1 2024.
  • 926 funds tracked by Wall St. Rank held Broadridge as of Q2 2024.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.