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Samalin Investment Counsel’s Broadridge BR Stock Holding History

Samalin Investment Counsel’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
2025
Q1 		– Sell
-1,190
Closed -$269K – 320
2024
Q4 		$269K Sell
1,190
-3
-0.3% -$672 0.12% 238
2024
Q3 		$257K Buy
1,193
+2
+0.2% +$418 0.11% 238
2024
Q2 		$235K Sell
1,191
-1,189
-50% -$236K 0.11% 248
2024
Q1 		$488K Sell
2,380
-691
-23% -$139K 0.23% 143
2023
Q4 		$632K Buy
3,071
+42
+1% +$7.75K 0.32% 92
2023
Q3 		$542K Sell
3,029
-253
-8% -$44.8K 0.31% 96
2023
Q2 		$544K Buy
3,282
+1,459
+80% +$221K 0.29% 100
2023
Q1 		$267K Buy
1,823
+10
+0.6% +$1.43K 0.16% 184
2022
Q4 		$243K Sell
1,813
-6
-0.3% -$852 0.15% 184
2022
Q3 		$263K Buy
1,819
+1
+0.1% +$162 0.19% 149
2022
Q2 		$259K Hold
1,818
– – 0.18% 166
2022
Q1 		$283K Buy
+1,818
New +$279K 0.17% 178
2020
Q1 		– Sell
-822
Closed -$101K – 187
2019
Q4 		$101K Buy
+822
New +$101K 0.08% 224

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Samalin Investment Counsel's BR Position: Q1 2025 in Review

Samalin Investment Counsel sold out of Broadridge (BR) in Q1 2025, closing a stake of 1,190 shares — an estimated $269K sold.

Samalin Investment Counsel first reported a position in BR in Q4 2019 and held it in 13 quarters. The position peaked at $632K in Q4 2023. 1,110 funds tracked by Wall St. Rank hold BR as of Q1 2025.

  • Samalin Investment Counsel reported no remaining Broadridge position as of Q1 2025 after selling out during the quarter.
  • Samalin Investment Counsel sold 1,190 Broadridge shares in Q1 2025, an estimated $269K.
  • Samalin Investment Counsel first reported a position in Broadridge in Q4 2019 and held it in 13 quarters.
  • Samalin Investment Counsel's Broadridge position peaked at $632K in Q4 2023.
  • 1,110 funds tracked by Wall St. Rank held Broadridge as of Q1 2025.

Based on Samalin Investment Counsel's 13F filing for Q1 2025, filed 14 May 2025.