Lyon Street Capital’s Broadridge BR Stock Holding History

Lyon Street 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
2022 Q1	–	Sell	-6,000	Closed	-$1.1M	–	88
2021 Q4	$1.1M	Buy	+6,000	New	+$1.05M	1.09%	45

Other funds holding BR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

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

Lyon Street Capital's BR Position: Q1 2022 in Review

Lyon Street Capital sold out of Broadridge (BR) in Q1 2022, closing a stake of 6,000 shares — an estimated $1.1M sold.

Lyon Street Capital first reported a position in BR in Q4 2021 and held it in 1 quarter. The position peaked at $1.1M in Q4 2021. 776 funds tracked by Wall St. Rank hold BR as of Q1 2022.

Lyon Street Capital reported no remaining Broadridge position as of Q1 2022 after selling out during the quarter.
Lyon Street Capital sold 6,000 Broadridge shares in Q1 2022, an estimated $1.1M.
Lyon Street Capital first reported a position in Broadridge in Q4 2021 and held it in 1 quarter.
Lyon Street Capital's Broadridge position peaked at $1.1M in Q4 2021.
776 funds tracked by Wall St. Rank held Broadridge as of Q1 2022.

Based on Lyon Street Capital's 13F filing for Q1 2022, filed 16 May 2022.