Meristem Family Wealth’s Broadridge BR Stock Holding History

Meristem Family Wealth’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	–	Sell	-1,826	Closed	-$304K	–	398
2021 Q3	$304K	Buy	+1,826	New	+$311K	0.03%	317

Other funds holding BR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JIM

Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return

Meristem Family Wealth's BR Position: Q4 2021 in Review

Meristem Family Wealth sold out of Broadridge (BR) in Q4 2021, closing a stake of 1,826 shares — an estimated $304K sold.

Meristem Family Wealth first reported a position in BR in Q3 2021 and held it in 1 quarter. The position peaked at $304K in Q3 2021. 820 funds tracked by Wall St. Rank hold BR as of Q4 2021.

Meristem Family Wealth reported no remaining Broadridge position as of Q4 2021 after selling out during the quarter.
Meristem Family Wealth sold 1,826 Broadridge shares in Q4 2021, an estimated $304K.
Meristem Family Wealth first reported a position in Broadridge in Q3 2021 and held it in 1 quarter.
Meristem Family Wealth's Broadridge position peaked at $304K in Q3 2021.
820 funds tracked by Wall St. Rank held Broadridge as of Q4 2021.

Based on Meristem Family Wealth's 13F filing for Q4 2021, filed 10 Feb 2022.