Morton Brown Family Wealth’s Broadridge BR Stock Holding History

Morton Brown 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
2022 Q3	–	Sell	-2	Closed	–	–	220
2022 Q2	$0	Buy	+2	New	+$290	﹤0.01%	271

Other funds holding BR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Morton Brown Family Wealth's BR Position: Q3 2022 in Review

Morton Brown Family Wealth sold out of Broadridge (BR) in Q3 2022, closing a stake of 2 shares.

Morton Brown Family Wealth first reported a position in BR in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 790 funds tracked by Wall St. Rank hold BR as of Q3 2022.

Morton Brown Family Wealth reported no remaining Broadridge position as of Q3 2022 after selling out during the quarter.
Morton Brown Family Wealth sold 2 Broadridge shares in Q3 2022.
Morton Brown Family Wealth first reported a position in Broadridge in Q2 2022 and held it in 1 quarter.
Morton Brown Family Wealth's Broadridge position peaked at $0 in Q2 2022.
790 funds tracked by Wall St. Rank held Broadridge as of Q3 2022.

Based on Morton Brown Family Wealth's 13F filing for Q3 2022, filed 31 Oct 2022.