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Lyons Wealth Management’s Broadridge BR Stock Holding History

Lyons Wealth Management’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
2019
Q1 		– Sell
-6,651
Closed -$641K – 18
2018
Q4 		$641K Sell
6,651
-488
-7% -$52.8K 2.09% 21
2018
Q3 		$943K Sell
7,139
-335
-4% -$42.5K 1.87% 15
2018
Q2 		$858K Sell
7,474
-1,792
-19% -$202K 1.23% 15
2018
Q1 		$1.02M Buy
9,266
+169
+2% +$16.8K 1.55% 9
2017
Q4 		$825K Buy
+9,097
New +$794K 1.35% 20

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lyons Wealth Management's BR Position: Q1 2019 in Review

Lyons Wealth Management sold out of Broadridge (BR) in Q1 2019, closing a stake of 6,651 shares — an estimated $641K sold.

Lyons Wealth Management first reported a position in BR in Q4 2017 and held it in 5 quarters. The position peaked at $1.02M in Q1 2018. 702 funds tracked by Wall St. Rank hold BR as of Q1 2019.

  • Lyons Wealth Management reported no remaining Broadridge position as of Q1 2019 after selling out during the quarter.
  • Lyons Wealth Management sold 6,651 Broadridge shares in Q1 2019, an estimated $641K.
  • Lyons Wealth Management first reported a position in Broadridge in Q4 2017 and held it in 5 quarters.
  • Lyons Wealth Management's Broadridge position peaked at $1.02M in Q1 2018.
  • 702 funds tracked by Wall St. Rank held Broadridge as of Q1 2019.

Based on Lyons Wealth Management's 13F filing for Q1 2019, filed 14 May 2019.