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Operose Advisors’s Broadridge BR Stock Holding History

Operose Advisors’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
-1,400
Closed -$301K – 455
2024
Q3 		$301K Hold
1,400
– – 0.1% 108
2024
Q2 		$276K Hold
1,400
– – 0.1% 113
2024
Q1 		$287K Hold
1,400
– – 0.1% 128
2023
Q4 		$288K Sell
1,400
-734
-34% -$135K 0.12% 87
2023
Q3 		$382K Buy
2,134
+734
+52% +$130K 0.15% 64
2023
Q2 		$232K Hold
1,400
– – 0.11% 75
2023
Q1 		$205K Hold
1,400
– – 0.1% 72
2022
Q4 		$188K Buy
+1,400
New +$199K 0.1% 71

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Operose Advisors's BR Position: Q4 2024 in Review

Operose Advisors sold out of Broadridge (BR) in Q4 2024, closing a stake of 1,400 shares — an estimated $301K sold.

Operose Advisors first reported a position in BR in Q4 2022 and held it in 8 quarters. The position peaked at $382K in Q3 2023. 1,055 funds tracked by Wall St. Rank hold BR as of Q4 2024.

  • Operose Advisors reported no remaining Broadridge position as of Q4 2024 after selling out during the quarter.
  • Operose Advisors sold 1,400 Broadridge shares in Q4 2024, an estimated $301K.
  • Operose Advisors first reported a position in Broadridge in Q4 2022 and held it in 8 quarters.
  • Operose Advisors's Broadridge position peaked at $382K in Q3 2023.
  • 1,055 funds tracked by Wall St. Rank held Broadridge as of Q4 2024.

Based on Operose Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.