JCM
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Junto Capital Management’s Broadridge BR Stock Holding History

Junto Capital 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
2025
Q4 		– Sell
-271,872
Closed -$64.8M – 75
2025
Q3 		$64.8M Buy
+271,872
New +$67.7M 1.33% 34
2025
Q2 		– Sell
-264,411
Closed -$64.1M – 78
2025
Q1 		$64.1M Buy
264,411
+100,067
+61% +$23.5M 1.34% 19
2024
Q4 		$37.2M Sell
164,344
-45,793
-22% -$10.3M 0.72% 54
2024
Q3 		$45.2M Buy
+210,137
New +$44M 1% 46
2020
Q2 		– Sell
-731,932
Closed -$69.4M – 53
2020
Q1 		$69.4M Buy
731,932
+300,953
+70% +$34.3M 5.01% 3
2019
Q4 		$53.2M Buy
430,979
+843
+0.2% +$103K 2.51% 13
2019
Q3 		$53.5M Buy
+430,136
New +$55.4M 3.18% 12
2019
Q1 		– Sell
-378,181
Closed -$36.4M – 43
2018
Q4 		$36.4M Buy
+378,181
New +$40.9M 2.55% 16

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Morgan Stanley
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AllianceBernstein
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Geode Capital Management
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return