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New England Research & Management’s Broadridge BR Stock Holding History

New England Research & 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
Q4 		– Sell
-6,129
Closed -$1.32M – 150
2024
Q3 		$1.32M Sell
6,129
-551
-8% -$115K 0.62% 59
2024
Q2 		$1.32M Sell
6,680
-470
-7% -$93.2K 0.63% 55
2024
Q1 		$1.47M Buy
+7,150
New +$1.44M 0.72% 49
2021
Q2 		– Sell
-1,875
Closed -$287K – 174
2021
Q1 		$287K Buy
+1,875
New +$277K 0.16% 142

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

New England Research & Management's BR Position: Q4 2024 in Review

New England Research & Management sold out of Broadridge (BR) in Q4 2024, closing a stake of 6,129 shares — an estimated $1.32M sold.

New England Research & Management first reported a position in BR in Q1 2021 and held it in 4 quarters. The position peaked at $1.47M in Q1 2024. 1,052 funds tracked by Wall St. Rank hold BR as of Q4 2024.

  • New England Research & Management reported no remaining Broadridge position as of Q4 2024 after selling out during the quarter.
  • New England Research & Management sold 6,129 Broadridge shares in Q4 2024, an estimated $1.32M.
  • New England Research & Management first reported a position in Broadridge in Q1 2021 and held it in 4 quarters.
  • New England Research & Management's Broadridge position peaked at $1.47M in Q1 2024.
  • 1,052 funds tracked by Wall St. Rank held Broadridge as of Q4 2024.

Based on New England Research & Management's 13F filing for Q4 2024, filed 23 Jan 2025.