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NuWave Investment Management’s Broadridge BR Stock Holding History

NuWave Investment 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
2022
Q3 		$369K Buy
+2,560
New +$415K 0.42% 89
2021
Q3 		– Sell
-121
Closed -$20K – 307
2021
Q2 		$20K Sell
121
-338
-74% -$54K 0.02% 295
2021
Q1 		$70K Buy
+459
New +$67.8K 0.09% 215
2020
Q4 		– Sell
-449
Closed -$60K – 353
2020
Q3 		$60K Buy
+449
New +$60K 0.09% 229

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return

NuWave Investment Management's BR Position: Q3 2022 in Review

NuWave Investment Management opened a new position in Broadridge (BR) in Q3 2022: 2,560 shares worth $369K. The stake represents 0.42% of the portfolio and ranks #89 among its holdings. This is a return to the name: NuWave Investment Management previously reported a position in BR as recently as Q2 2021.

NuWave Investment Management first reported a position in BR in Q3 2020 and has held it in 4 quarters since. 791 funds tracked by Wall St. Rank hold BR as of Q3 2022.

  • NuWave Investment Management held 2,560 shares of Broadridge worth $369K as of Q3 2022.
  • Broadridge was a new NuWave Investment Management position in Q3 2022.
  • Broadridge made up 0.42% of NuWave Investment Management's portfolio in Q3 2022, its #89 holding.
  • NuWave Investment Management first reported a position in Broadridge in Q3 2020 and has held it in 4 quarters since.
  • 791 funds tracked by Wall St. Rank held Broadridge as of Q3 2022.

Based on NuWave Investment Management's 13F filing for Q3 2022, filed 21 Oct 2022.