PIM
BR icon

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

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
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