Meridiem Investment Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $170M | Sell |
1,044,983
-40,313
| -4% | -$7.66M | 4.33% | 13 |
|
|
2025
Q4 | $242M | Sell |
1,085,296
-24,059
| -2% | -$5.49M | 5.11% | 11 |
|
|
2025
Q3 | $264M | Sell |
1,109,355
-11,634
| -1% | -$2.9M | 5.06% | 10 |
|
|
2025
Q2 | $272M | Sell |
1,120,989
-2,876
| -0.3% | -$684K | 4.95% | 11 |
|
|
2025
Q1 | $272M | Buy |
1,123,865
+54,669
| +5% | +$12.9M | 4.98% | 9 |
|
|
2024
Q4 | $242M | Sell |
1,069,196
-9,073
| -0.8% | -$2.03M | 4.33% | 14 |
|
|
2024
Q3 | $232M | Sell |
1,078,269
-30,453
| -3% | -$6.37M | 4.12% | 14 |
|
|
2024
Q2 | $218M | Buy |
1,108,722
+70,159
| +7% | +$13.9M | 4.1% | 15 |
|
|
2024
Q1 | $213M | Buy |
1,038,563
+18,030
| +2% | +$3.64M | 4.17% | 14 |
|
|
2023
Q4 | $210M | Buy |
1,020,533
+147,293
| +17% | +$27.2M | 4.53% | 14 |
|
|
2023
Q3 | $156M | Sell |
873,240
-427
| -0% | -$75.6K | 4.19% | 14 |
|
|
2023
Q2 | $145M | Buy |
873,667
+2,180
| +0.3% | +$330K | 3.73% | 14 |
|
|
2023
Q1 | $128M | Buy |
871,487
+35,847
| +4% | +$5.13M | 3.59% | 14 |
|
|
2022
Q4 | $112M | Buy |
835,640
+46,258
| +6% | +$6.57M | 3.48% | 15 |
|
|
2022
Q3 | $114M | Sell |
789,382
-180,234
| -19% | -$29.3M | 3.86% | 12 |
|
|
2022
Q2 | $138M | Buy |
969,616
+132,114
| +16% | +$19.2M | 3.81% | 11 |
|
|
2022
Q1 | $130M | Buy |
837,502
+154,931
| +23% | +$23.8M | 3.69% | 12 |
|
|
2021
Q4 | $125M | Buy |
682,571
+10,720
| +2% | +$1.88M | 3.76% | 13 |
|
|
2021
Q3 | $112M | Buy |
671,851
+18,574
| +3% | +$3.16M | 3.79% | 13 |
|
|
2021
Q2 | $106M | Buy |
653,277
+37,190
| +6% | +$5.94M | 3.83% | 13 |
|
|
2021
Q1 | $94.4M | Buy |
+616,087
| New | +$91M | 3.8% | 14 |
|
Other funds holding BR
VCM
VPM
