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Robinswood Financial’s Broadridge BR Stock Holding History

Robinswood Financial’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
2024
Q4 		– Sell
-32
Closed -$6.88K – 352
2024
Q3 		$6.88K Hold
32
– – ﹤0.01% 238
2024
Q2 		$6.3K Hold
32
– – ﹤0.01% 247
2024
Q1 		$6.5K Hold
32
– – ﹤0.01% 174
2023
Q4 		$6.58K Hold
32
– – ﹤0.01% 167
2023
Q3 		$5.73K Hold
32
– – ﹤0.01% 175
2023
Q2 		$5.3K Buy
+32
New +$4.84K ﹤0.01% 163

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 $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Robinswood Financial's BR Position: Q4 2024 in Review

Robinswood Financial sold out of Broadridge (BR) in Q4 2024, closing a stake of 32 shares — an estimated $6.88K sold.

Robinswood Financial first reported a position in BR in Q2 2023 and held it in 6 quarters. The position peaked at $6.88K in Q3 2024. 1,055 funds tracked by Wall St. Rank hold BR as of Q4 2024.

  • Robinswood Financial reported no remaining Broadridge position as of Q4 2024 after selling out during the quarter.
  • Robinswood Financial sold 32 Broadridge shares in Q4 2024, an estimated $6.88K.
  • Robinswood Financial first reported a position in Broadridge in Q2 2023 and held it in 6 quarters.
  • Robinswood Financial's Broadridge position peaked at $6.88K in Q3 2024.
  • 1,055 funds tracked by Wall St. Rank held Broadridge as of Q4 2024.

Based on Robinswood Financial's 13F filing for Q4 2024, filed 15 Jul 2026.