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Knowledge Leaders Capital’s Broadridge BR Stock Holding History

Knowledge Leaders Capital’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
Q4 		– Sell
-4,510
Closed -$595K – 114
2020
Q3 		$595K Hold
4,510
– – 0.56% 66
2020
Q2 		$569K Buy
+4,510
New +$522K 0.58% 61

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Knowledge Leaders Capital's BR Position: Q4 2020 in Review

Knowledge Leaders Capital sold out of Broadridge (BR) in Q4 2020, closing a stake of 4,510 shares — an estimated $595K sold.

Knowledge Leaders Capital first reported a position in BR in Q2 2020 and held it in 2 quarters. The position peaked at $595K in Q3 2020. 784 funds tracked by Wall St. Rank hold BR as of Q4 2020.

  • Knowledge Leaders Capital reported no remaining Broadridge position as of Q4 2020 after selling out during the quarter.
  • Knowledge Leaders Capital sold 4,510 Broadridge shares in Q4 2020, an estimated $595K.
  • Knowledge Leaders Capital first reported a position in Broadridge in Q2 2020 and held it in 2 quarters.
  • Knowledge Leaders Capital's Broadridge position peaked at $595K in Q3 2020.
  • 784 funds tracked by Wall St. Rank held Broadridge as of Q4 2020.

Based on Knowledge Leaders Capital's 13F filing for Q4 2020, filed 5 Feb 2021.