MilWealth Group’s Broadridge BR Stock Holding History

MilWealth Group’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
2022 Q1	–	Sell	-16	Closed	-$2.93K	–	91
2021 Q4	$2.93K	Hold	16	–	–	﹤0.01%	115
2021 Q3	$2.67K	Buy	+16	New	+$2.73K	﹤0.01%	119

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 $3.38T AUM 44.17% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 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

MilWealth Group's BR Position: Q1 2022 in Review

MilWealth Group sold out of Broadridge (BR) in Q1 2022, closing a stake of 16 shares — an estimated $2.93K sold.

MilWealth Group first reported a position in BR in Q3 2021 and held it in 2 quarters. The position peaked at $2.93K in Q4 2021. 776 funds tracked by Wall St. Rank hold BR as of Q1 2022.

MilWealth Group reported no remaining Broadridge position as of Q1 2022 after selling out during the quarter.
MilWealth Group sold 16 Broadridge shares in Q1 2022, an estimated $2.93K.
MilWealth Group first reported a position in Broadridge in Q3 2021 and held it in 2 quarters.
MilWealth Group's Broadridge position peaked at $2.93K in Q4 2021.
776 funds tracked by Wall St. Rank held Broadridge as of Q1 2022.

Based on MilWealth Group's 13F filing for Q1 2022, filed 9 May 2023.