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POM Investment Strategies’s Broadridge BR Stock Holding History

POM Investment Strategies’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
-36
Closed -$8.14K – 234
2024
Q4 		$8.14K Buy
+36
New +$8.06K 0.01% 182

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

POM Investment Strategies's BR Position: Q1 2025 in Review

POM Investment Strategies sold out of Broadridge (BR) in Q1 2025, closing a stake of 36 shares — an estimated $8.14K sold.

POM Investment Strategies first reported a position in BR in Q4 2024 and held it in 1 quarter. The position peaked at $8.14K in Q4 2024. 1,108 funds tracked by Wall St. Rank hold BR as of Q1 2025.

  • POM Investment Strategies reported no remaining Broadridge position as of Q1 2025 after selling out during the quarter.
  • POM Investment Strategies sold 36 Broadridge shares in Q1 2025, an estimated $8.14K.
  • POM Investment Strategies first reported a position in Broadridge in Q4 2024 and held it in 1 quarter.
  • POM Investment Strategies's Broadridge position peaked at $8.14K in Q4 2024.
  • 1,108 funds tracked by Wall St. Rank held Broadridge as of Q1 2025.

Based on POM Investment Strategies's 13F filing for Q1 2025, filed 30 Apr 2025.