Rampart Investment Management’s Broadridge BR Stock Holding History

Rampart 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
2020 Q4	–	Sell	-383	Closed	-$51K	–	50
2020 Q3	$51K	Sell	383 -1,404	-79%	-$188K	0.03%	322
2020 Q2	$226K	Buy	1,787 +880	+97%	+$102K	0.04%	359
2020 Q1	$86K	Sell	907 -1,424	-61%	-$162K	0.04%	354
2019 Q4	$288K	Sell	2,331 -190	-8%	-$23.2K	0.04%	398
2019 Q3	$314K	Sell	2,521 -209	-8%	-$26.9K	0.04%	365
2019 Q2	$349K	Sell	2,730 -251	-8%	-$30.2K	0.04%	358
2019 Q1	$309K	Buy	2,981 +1,867	+168%	+$187K	0.04%	386
2018 Q4	$107K	Sell	1,114 -1,315	-54%	-$142K	0.03%	395
2018 Q3	$172K	Buy	+2,429	New	+$308K	0.08%	283

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 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 $4.13B AUM 8.88% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Rampart Investment Management's BR Position: Q4 2020 in Review

Rampart Investment Management sold out of Broadridge (BR) in Q4 2020, closing a stake of 383 shares — an estimated $51K sold.

Rampart Investment Management first reported a position in BR in Q3 2018 and held it in 9 quarters. The position peaked at $349K in Q2 2019. 785 funds tracked by Wall St. Rank hold BR as of Q4 2020.

Rampart Investment Management reported no remaining Broadridge position as of Q4 2020 after selling out during the quarter.
Rampart Investment Management sold 383 Broadridge shares in Q4 2020, an estimated $51K.
Rampart Investment Management first reported a position in Broadridge in Q3 2018 and held it in 9 quarters.
Rampart Investment Management's Broadridge position peaked at $349K in Q2 2019.
785 funds tracked by Wall St. Rank held Broadridge as of Q4 2020.

Based on Rampart Investment Management's 13F filing for Q4 2020.