Paloma Partners’s Broadridge BR Stock Holding History

Paloma Partners’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
2018 Q4	–	Sell	-4,900	Closed	-$647K	–	1300
2018 Q3	$647K	Buy	+4,900	New	+$622K	0.01%	924

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Paloma Partners's BR Position: Q2 2022 in Review

Paloma Partners sold out of Broadridge (BR) in Q2 2022, closing a stake of 2,700 shares — an estimated $420K sold.

Paloma Partners first reported a position in BR in Q2 2013 and held it in 24 quarters. The position peaked at $10.4M in Q2 2018. 763 funds tracked by Wall St. Rank hold BR as of Q2 2022.

Paloma Partners reported no remaining Broadridge position as of Q2 2022 after selling out during the quarter.
Paloma Partners sold 2,700 Broadridge shares in Q2 2022, an estimated $420K.
Paloma Partners first reported a position in Broadridge in Q2 2013 and held it in 24 quarters.
Paloma Partners's Broadridge position peaked at $10.4M in Q2 2018.
763 funds tracked by Wall St. Rank held Broadridge as of Q2 2022.

Based on Paloma Partners's 13F filing for Q2 2022, filed 15 Aug 2022.