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LMR Partners’s Broadridge BR Stock Holding History

LMR 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
2025
Q3 		– Sell
-1,142
Closed -$278K – 1454
2025
Q2 		$278K Buy
1,142
+101
+10% +$24K ﹤0.01% 1061
2025
Q1 		$252K Buy
+1,041
New +$245K ﹤0.01% 1025
2016
Q2 		– Sell
-77,674
Closed -$4.61K – 482
2016
Q1 		$4.61K Buy
77,674
+70,600
+998% +$3.85M 0.5% 27
2015
Q4 		$380K Sell
7,074
-78,240
-92% -$4.39M 0.12% 149
2015
Q3 		$4.72M Buy
+85,314
New +$4.58M 0.52% 46

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

LMR Partners's BR Position: Q3 2025 in Review

LMR Partners sold out of Broadridge (BR) in Q3 2025, closing a stake of 1,142 shares — an estimated $278K sold.

LMR Partners first reported a position in BR in Q3 2015 and held it in 5 quarters. The position peaked at $4.72M in Q3 2015. 1,103 funds tracked by Wall St. Rank hold BR as of Q3 2025.

  • LMR Partners reported no remaining Broadridge position as of Q3 2025 after selling out during the quarter.
  • LMR Partners sold 1,142 Broadridge shares in Q3 2025, an estimated $278K.
  • LMR Partners first reported a position in Broadridge in Q3 2015 and held it in 5 quarters.
  • LMR Partners's Broadridge position peaked at $4.72M in Q3 2015.
  • 1,103 funds tracked by Wall St. Rank held Broadridge as of Q3 2025.

Based on LMR Partners's 13F filing for Q3 2025, filed 14 Nov 2025.