Morse Asset Management’s Broadridge BR Stock Holding History

Morse Asset Management’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
2024 Q1	–	Sell	-1,295	Closed	-$266K	–	144
2023 Q4	$266K	Buy	+1,295	New	+$239K	0.08%	121

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Morse Asset Management's BR Position: Q1 2024 in Review

Morse Asset Management sold out of Broadridge (BR) in Q1 2024, closing a stake of 1,295 shares — an estimated $266K sold.

Morse Asset Management first reported a position in BR in Q4 2023 and held it in 1 quarter. The position peaked at $266K in Q4 2023. 941 funds tracked by Wall St. Rank hold BR as of Q1 2024.

Morse Asset Management reported no remaining Broadridge position as of Q1 2024 after selling out during the quarter.
Morse Asset Management sold 1,295 Broadridge shares in Q1 2024, an estimated $266K.
Morse Asset Management first reported a position in Broadridge in Q4 2023 and held it in 1 quarter.
Morse Asset Management's Broadridge position peaked at $266K in Q4 2023.
941 funds tracked by Wall St. Rank held Broadridge as of Q1 2024.

Based on Morse Asset Management's 13F filing for Q1 2024, filed 15 May 2024.