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Karp Capital Management’s Broadridge BR Stock Holding History

Karp 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
2019
Q1 		– Sell
-200
Closed -$19K – 142
2018
Q4 		$19K Buy
+200
New +$21.7K 0.01% 217
2015
Q4 		– Sell
-835
Closed -$46K – 121
2015
Q3 		$46K Buy
835
+200
+31% +$10.7K 0.03% 171
2015
Q2 		$32K Hold
635
– – 0.02% 204
2015
Q1 		$35K Hold
635
– – 0.02% 199
2014
Q4 		$29K Buy
+635
New +$27.8K 0.02% 200

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Karp Capital Management's BR Position: Q1 2019 in Review

Karp Capital Management sold out of Broadridge (BR) in Q1 2019, closing a stake of 200 shares — an estimated $19K sold.

Karp Capital Management first reported a position in BR in Q4 2014 and held it in 5 quarters. The position peaked at $46K in Q3 2015. 701 funds tracked by Wall St. Rank hold BR as of Q1 2019.

  • Karp Capital Management reported no remaining Broadridge position as of Q1 2019 after selling out during the quarter.
  • Karp Capital Management sold 200 Broadridge shares in Q1 2019, an estimated $19K.
  • Karp Capital Management first reported a position in Broadridge in Q4 2014 and held it in 5 quarters.
  • Karp Capital Management's Broadridge position peaked at $46K in Q3 2015.
  • 701 funds tracked by Wall St. Rank held Broadridge as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.