Piedmont Investment Advisors’s Broadridge BR Stock Holding History

Piedmont Investment 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
2020 Q2	–	Sell	-12,130	Closed	-$1.15M	–	91
2020 Q1	$1.15M	Buy	12,130 +1,423	+13%	+$162K	0.05%	283
2019 Q4	$1.32M	Buy	10,707 +545	+5%	+$66.6K	0.05%	274
2019 Q3	$1.26M	Sell	10,162 -5	-0%	-$644	0.05%	266
2019 Q2	$1.3M	Sell	10,167 -76	-0.7%	-$9.15K	0.05%	272
2019 Q1	$1.06M	Buy	10,243 +140	+1%	+$14K	0.04%	285
2018 Q4	$972K	Buy	10,103 +557	+6%	+$60.3K	0.05%	275
2018 Q3	$1.26M	Buy	9,546 +8,211	+615%	+$1.04M	0.05%	264
2018 Q2	$154K	Buy	+1,335	New	+$151K	0.01%	950

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Piedmont Investment Advisors's BR Position: Q2 2020 in Review

Piedmont Investment Advisors sold out of Broadridge (BR) in Q2 2020, closing a stake of 12,130 shares — an estimated $1.15M sold.

Piedmont Investment Advisors first reported a position in BR in Q2 2018 and held it in 8 quarters. The position peaked at $1.32M in Q4 2019. 718 funds tracked by Wall St. Rank hold BR as of Q2 2020.

Piedmont Investment Advisors reported no remaining Broadridge position as of Q2 2020 after selling out during the quarter.
Piedmont Investment Advisors sold 12,130 Broadridge shares in Q2 2020, an estimated $1.15M.
Piedmont Investment Advisors first reported a position in Broadridge in Q2 2018 and held it in 8 quarters.
Piedmont Investment Advisors's Broadridge position peaked at $1.32M in Q4 2019.
718 funds tracked by Wall St. Rank held Broadridge as of Q2 2020.

Based on Piedmont Investment Advisors's 13F filing for Q2 2020.