MIFH
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Migdal Insurance & Financial Holdings’s Broadridge BR Stock Holding History

Migdal Insurance & Financial Holdings’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
Q2 		– Sell
-875
Closed -$134K – 596
2021
Q1 		$134K Buy
+875
New +$129K ﹤0.01% 416
2020
Q3 		– Sell
-11
Closed -$1K – 674
2020
Q2 		$1K Sell
11
-21
-66% -$2.43K ﹤0.01% 665
2020
Q1 		$3K Sell
32
-956
-97% -$109K ﹤0.01% 633
2019
Q4 		$122K Buy
+988
New +$121K ﹤0.01% 483
2018
Q4 		– Sell
-2,060
Closed -$272K – 707
2018
Q3 		$272K Buy
2,060
+1,405
+215% +$178K 0.01% 482
2018
Q2 		$75K Buy
+655
New +$73.9K ﹤0.01% 549

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Migdal Insurance & Financial Holdings's BR Position: Q2 2021 in Review

Migdal Insurance & Financial Holdings sold out of Broadridge (BR) in Q2 2021, closing a stake of 875 shares — an estimated $134K sold.

Migdal Insurance & Financial Holdings first reported a position in BR in Q2 2018 and held it in 6 quarters. The position peaked at $272K in Q3 2018. 785 funds tracked by Wall St. Rank hold BR as of Q2 2021.

  • Migdal Insurance & Financial Holdings reported no remaining Broadridge position as of Q2 2021 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 875 Broadridge shares in Q2 2021, an estimated $134K.
  • Migdal Insurance & Financial Holdings first reported a position in Broadridge in Q2 2018 and held it in 6 quarters.
  • Migdal Insurance & Financial Holdings's Broadridge position peaked at $272K in Q3 2018.
  • 785 funds tracked by Wall St. Rank held Broadridge as of Q2 2021.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2021, filed 4 Aug 2021.