MCM
Marsico Capital Management’s Broadridge BR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-39,343
| Closed | -$4.86M | – | 86 |
|
|
2019
Q4 | $4.86M | Hold |
39,343
| – | – | 0.17% | 62 |
|
|
2019
Q3 | $4.9M | Sell |
39,343
-13,831
| -26% | -$1.72M | 0.19% | 59 |
|
|
2019
Q2 | $6.79M | Hold |
53,174
| – | – | 0.24% | 42 |
|
|
2019
Q1 | $5.51M | Buy |
53,174
+3,000
| +6% | +$311K | 0.2% | 46 |
|
|
2018
Q4 | $4.83M | Hold |
50,174
| – | – | 0.2% | 49 |
|
|
2018
Q3 | $6.62M | Sell |
50,174
-5,107
| -9% | -$674K | 0.22% | 51 |
|
|
2018
Q2 | $6.36M | Hold |
55,281
| – | – | 0.23% | 47 |
|
|
2018
Q1 | $6.06M | Hold |
55,281
| – | – | 0.23% | 44 |
|
|
2017
Q4 | $5.01M | Hold |
55,281
| – | – | 0.2% | 59 |
|
|
2017
Q3 | $4.47M | Hold |
55,281
| – | – | 0.18% | 63 |
|
|
2017
Q2 | $4.18M | Hold |
55,281
| – | – | 0.17% | 65 |
|
|
2017
Q1 | $3.76M | Hold |
55,281
| – | – | 0.16% | 77 |
|
|
2016
Q4 | $3.67M | Hold |
55,281
| – | – | 0.16% | 69 |
|
|
2016
Q3 | $3.75M | Buy |
55,281
+11,657
| +27% | +$790K | 0.14% | 73 |
|
|
2016
Q2 | $2.84M | Hold |
43,624
| – | – | 0.1% | 79 |
|
|
2016
Q1 | $2.59M | Buy |
+43,624
| New | +$2.59M | 0.08% | 73 |
|