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Raab & Moskowitz Asset Management’s Broadridge BR Stock Holding History

Raab & Moskowitz Asset 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
2020
Q1 		– Sell
-165
Closed -$20K – 179
2019
Q4 		$20K Buy
+165
New +$20.2K 0.01% 343
2018
Q4 		– Sell
-165
Closed -$21K – 199
2018
Q3 		$21K Buy
+165
New +$20.9K 0.01% 346

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Raab & Moskowitz Asset Management's BR Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of Broadridge (BR) in Q1 2020, closing a stake of 165 shares — an estimated $20K sold.

Raab & Moskowitz Asset Management first reported a position in BR in Q3 2018 and held it in 2 quarters. The position peaked at $21K in Q3 2018. 697 funds tracked by Wall St. Rank hold BR as of Q1 2020.

  • Raab & Moskowitz Asset Management reported no remaining Broadridge position as of Q1 2020 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 165 Broadridge shares in Q1 2020, an estimated $20K.
  • Raab & Moskowitz Asset Management first reported a position in Broadridge in Q3 2018 and held it in 2 quarters.
  • Raab & Moskowitz Asset Management's Broadridge position peaked at $21K in Q3 2018.
  • 697 funds tracked by Wall St. Rank held Broadridge as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.