Jupiter Investment Management’s Broadridge BR Stock Holding History

Jupiter 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
2019 Q3	–	Sell	-571	Closed	-$72K	–	429
2019 Q2	$72K	Sell	571 -45,048	-99%	-$5.42M	﹤0.01%	318
2019 Q1	$4.73M	Buy	45,619 +26,209	+135%	+$2.63M	0.04%	185
2018 Q4	$1.87M	Buy	+19,410	New	+$2.1M	0.02%	214
2015 Q3	–	Sell	-22,000	Closed	-$1.1M	–	353
2015 Q2	$1.1M	Buy	+22,000	New	+$1.17M	0.03%	172
2014 Q4	–	Sell	-40,076	Closed	-$1.67M	–	341
2014 Q3	$1.67M	Buy	40,076 +12,576	+46%	+$523K	0.08%	189
2014 Q2	$1.15M	Buy	+27,500	New	+$1.08M	0.06%	216

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

JIM

Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return

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

Jupiter Investment Management's BR Position: Q3 2019 in Review

Jupiter Investment Management sold out of Broadridge (BR) in Q3 2019, closing a stake of 571 shares — an estimated $72K sold.

Jupiter Investment Management first reported a position in BR in Q2 2014 and held it in 6 quarters. The position peaked at $4.73M in Q1 2019. 690 funds tracked by Wall St. Rank hold BR as of Q3 2019.

Jupiter Investment Management reported no remaining Broadridge position as of Q3 2019 after selling out during the quarter.
Jupiter Investment Management sold 571 Broadridge shares in Q3 2019, an estimated $72K.
Jupiter Investment Management first reported a position in Broadridge in Q2 2014 and held it in 6 quarters.
Jupiter Investment Management's Broadridge position peaked at $4.73M in Q1 2019.
690 funds tracked by Wall St. Rank held Broadridge as of Q3 2019.

Based on Jupiter Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.