Kiwi Wealth Investments Limited Partnership’s Broadridge BR Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2020 Q1	–	Sell	-13,868	Closed	-$1.71M	–	171
2019 Q4	$1.71M	Buy	13,868 +1,708	+14%	+$209K	0.13%	153
2019 Q3	$1.51M	Buy	+12,160	New	+$1.57M	0.12%	158
2016 Q2	–	Sell	-69,569	Closed	-$4.13M	–	112
2016 Q1	$4.13M	Sell	69,569 -7,550	-10%	-$412K	0.42%	71
2015 Q4	$4.14M	Buy	77,119 +2,756	+4%	+$155K	0.46%	59
2015 Q3	$4.12M	Sell	74,363 -3,839	-5%	-$206K	0.48%	50
2015 Q2	$3.91M	Buy	+78,202	New	+$4.17M	0.42%	71

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $4.13B AUM 8.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Kiwi Wealth Investments Limited Partnership's BR Position: Q1 2020 in Review

Kiwi Wealth Investments Limited Partnership sold out of Broadridge (BR) in Q1 2020, closing a stake of 13,868 shares — an estimated $1.71M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in BR in Q2 2015 and held it in 6 quarters. The position peaked at $4.14M in Q4 2015. 698 funds tracked by Wall St. Rank hold BR as of Q1 2020.

Kiwi Wealth Investments Limited Partnership reported no remaining Broadridge position as of Q1 2020 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 13,868 Broadridge shares in Q1 2020, an estimated $1.71M.
Kiwi Wealth Investments Limited Partnership first reported a position in Broadridge in Q2 2015 and held it in 6 quarters.
Kiwi Wealth Investments Limited Partnership's Broadridge position peaked at $4.14M in Q4 2015.
698 funds tracked by Wall St. Rank held Broadridge as of Q1 2020.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q1 2020, filed 15 May 2020.