MD Financial Management
BR icon

MD Financial Management’s Broadridge BR Stock Holding History

MD Financial 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
2021
Q4 		$3.19M Sell
17,428
-363
-2% -$63.8K 0.08% 99
2021
Q3 		$2.96M Buy
17,791
+467
+3% +$79.5K 0.08% 87
2021
Q2 		$2.8M Buy
17,324
+8,331
+93% +$1.33M 0.08% 95
2021
Q1 		$1.38M Buy
+8,993
New +$1.33M 0.04% 147

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jensen Investment Management
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return

MD Financial Management's BR Position: Q4 2021 in Review

MD Financial Management reduced its Broadridge (BR) stake by 2% in Q4 2021, selling an estimated $63.8K and leaving 17,428 shares worth $3.19M. The position accounts for 0.08% of the portfolio, ranked #99.

MD Financial Management first reported a position in BR in Q1 2021 and has held it in 4 quarters since. 819 funds tracked by Wall St. Rank hold BR as of Q4 2021.

  • MD Financial Management held 17,428 shares of Broadridge worth $3.19M as of Q4 2021.
  • MD Financial Management sold 363 Broadridge shares in Q4 2021, an estimated $63.8K.
  • Broadridge made up 0.08% of MD Financial Management's portfolio in Q4 2021, its #99 holding.
  • MD Financial Management first reported a position in Broadridge in Q1 2021 and has held it in 4 quarters since.
  • 819 funds tracked by Wall St. Rank held Broadridge as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.