Morningstar Investment Services’s Broadridge BR Stock Holding History

Morningstar Investment Services’s Portfolio BR Stock Details BR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$544K	Sell
2024 Q4	$1.18M	Sell
2024 Q3	$14.7M	Sell
2024 Q2	$18.3M	Sell
2024 Q1	$19M	Sell
2023 Q4	$39.1M	Buy
2023 Q3	$17.6M	Buy
2023 Q2	$15.6M	Buy
2023 Q1	$13.6M	Buy