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Progressive Investment Management’s Broadridge BR Stock Holding History

Progressive Investment Management’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
2022
Q1 		– Sell
-28,867
Closed -$5.28M – 56
2021
Q4 		$5.28M Sell
28,867
-319
-1% -$56.1K 1.46% 29
2021
Q3 		$4.86M Buy
29,186
+170
+0.6% +$29K 1.44% 29
2021
Q2 		$4.69M Sell
29,016
-103
-0.4% -$16.5K 1.46% 28
2021
Q1 		$4.46M Buy
29,119
+324
+1% +$47.8K 1.57% 29
2020
Q4 		$4.41M Buy
28,795
+35
+0.1% +$5.08K 1.59% 28
2020
Q3 		$3.8M Sell
28,760
-248
-0.9% -$33.2K 1.5% 29
2020
Q2 		$3.66M Sell
29,008
-109
-0.4% -$12.6K 1.6% 29
2020
Q1 		$2.76M Buy
29,117
+255
+0.9% +$29.1K 1.54% 31
2019
Q4 		$3.57M Buy
28,862
+323
+1% +$39.5K 1.74% 31
2019
Q3 		$3.55M Buy
28,539
+812
+3% +$105K 1.9% 29
2019
Q2 		$3.54M Sell
27,727
-3
-0% -$361 1.98% 28
2019
Q1 		$2.88M Buy
27,730
+161
+0.6% +$16.1K 1.67% 31
2018
Q4 		$2.65M Buy
+27,569
New +$2.99M 1.82% 30

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 $3.37T AUM 44.26% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return

Progressive Investment Management's BR Position: Q1 2022 in Review

Progressive Investment Management sold out of Broadridge (BR) in Q1 2022, closing a stake of 28,867 shares — an estimated $5.28M sold.

Progressive Investment Management first reported a position in BR in Q4 2018 and held it in 13 quarters. The position peaked at $5.28M in Q4 2021. 776 funds tracked by Wall St. Rank hold BR as of Q1 2022.

  • Progressive Investment Management reported no remaining Broadridge position as of Q1 2022 after selling out during the quarter.
  • Progressive Investment Management sold 28,867 Broadridge shares in Q1 2022, an estimated $5.28M.
  • Progressive Investment Management first reported a position in Broadridge in Q4 2018 and held it in 13 quarters.
  • Progressive Investment Management's Broadridge position peaked at $5.28M in Q4 2021.
  • 776 funds tracked by Wall St. Rank held Broadridge as of Q1 2022.

Based on Progressive Investment Management's 13F filing for Q1 2022, filed 9 May 2022.