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Oarsman Capital’s Broadridge BR Stock Holding History

Oarsman Capital’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
2025
Q1 		– Sell
-600
Closed -$136K – 325
2024
Q4 		$136K Sell
600
-335
-36% -$75K 0.02% 286
2024
Q3 		$201K Sell
935
-96
-9% -$20.1K 0.04% 235
2024
Q2 		$203K Hold
1,031
– – 0.04% 227
2024
Q1 		$211K Hold
1,031
– – 0.05% 220
2023
Q4 		$212K Buy
+1,031
New +$190K 0.06% 220

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Oarsman Capital's BR Position: Q1 2025 in Review

Oarsman Capital sold out of Broadridge (BR) in Q1 2025, closing a stake of 600 shares — an estimated $136K sold.

Oarsman Capital first reported a position in BR in Q4 2023 and held it in 5 quarters. The position peaked at $212K in Q4 2023. 1,112 funds tracked by Wall St. Rank hold BR as of Q1 2025.

  • Oarsman Capital reported no remaining Broadridge position as of Q1 2025 after selling out during the quarter.
  • Oarsman Capital sold 600 Broadridge shares in Q1 2025, an estimated $136K.
  • Oarsman Capital first reported a position in Broadridge in Q4 2023 and held it in 5 quarters.
  • Oarsman Capital's Broadridge position peaked at $212K in Q4 2023.
  • 1,112 funds tracked by Wall St. Rank held Broadridge as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.