Lee Ainslie’s Broadridge BR Stock Holding History

Lee Ainslie’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
2021 Q4	–	Sell	-2,169	Closed	-$361K	–	358
2021 Q3	$361K	Buy	2,169 +1,291	+147%	+$220K	﹤0.01%	474
2021 Q2	$142K	Buy	878 +48	+6%	+$7.67K	﹤0.01%	526
2021 Q1	$127K	Buy	+830	New	+$123K	﹤0.01%	553

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JIM

Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return

Lee Ainslie's BR Position: Q4 2021 in Review

Lee Ainslie sold out of Broadridge (BR) in Q4 2021, closing a stake of 2,169 shares — an estimated $361K sold.

Lee Ainslie first reported a position in BR in Q1 2021 and held it in 3 quarters. The position peaked at $361K in Q3 2021. 820 funds tracked by Wall St. Rank hold BR as of Q4 2021.

Lee Ainslie reported no remaining Broadridge position as of Q4 2021 after selling out during the quarter.
Lee Ainslie sold 2,169 Broadridge shares in Q4 2021, an estimated $361K.
Lee Ainslie first reported a position in Broadridge in Q1 2021 and held it in 3 quarters.
Lee Ainslie's Broadridge position peaked at $361K in Q3 2021.
820 funds tracked by Wall St. Rank held Broadridge as of Q4 2021.

Based on Maverick Capital's 13F filing for Q4 2021, filed 14 Feb 2022.