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Legacy Capital Partners’s Broadridge BR Stock Holding History

Legacy Capital Partners’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
Q3 		– Sell
-12,145
Closed -$1.96M – 137
2021
Q2 		$1.96M Hold
12,145
– – 0.7% 47
2021
Q1 		$1.86M Sell
12,145
-1,090
-8% -$161K 0.7% 49
2020
Q4 		$2.03M Buy
13,235
+1,405
+12% +$204K 0.79% 43
2020
Q3 		$1.56M Hold
11,830
– – 0.63% 51
2020
Q2 		$1.49M Sell
11,830
-6,332
-35% -$733K 0.64% 48
2020
Q1 		$1.72M Sell
18,162
-502
-3% -$57.3K 0.85% 41
2019
Q4 		$2.31M Sell
18,664
-1,530
-8% -$187K 0.93% 40
2019
Q3 		$2.51M Buy
20,194
+325
+2% +$41.9K 1.1% 34
2019
Q2 		$2.54M Buy
+19,869
New +$2.39M 1.13% 31

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

Legacy Capital Partners's BR Position: Q3 2021 in Review

Legacy Capital Partners sold out of Broadridge (BR) in Q3 2021, closing a stake of 12,145 shares — an estimated $1.96M sold.

Legacy Capital Partners first reported a position in BR in Q2 2019 and held it in 9 quarters. The position peaked at $2.54M in Q2 2019. 786 funds tracked by Wall St. Rank hold BR as of Q3 2021.

  • Legacy Capital Partners reported no remaining Broadridge position as of Q3 2021 after selling out during the quarter.
  • Legacy Capital Partners sold 12,145 Broadridge shares in Q3 2021, an estimated $1.96M.
  • Legacy Capital Partners first reported a position in Broadridge in Q2 2019 and held it in 9 quarters.
  • Legacy Capital Partners's Broadridge position peaked at $2.54M in Q2 2019.
  • 786 funds tracked by Wall St. Rank held Broadridge as of Q3 2021.

Based on Legacy Capital Partners's 13F filing for Q3 2021, filed 18 Oct 2021.