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Schear Investment Advisers’s Broadridge BR Stock Holding History

Schear Investment Advisers’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
Q1 		– Sell
-1,663
Closed -$342K – 81
2023
Q4 		$342K Sell
1,663
-40
-2% -$7.38K 0.33% 69
2023
Q3 		$305K Sell
1,703
-438
-20% -$77.6K 0.33% 70
2023
Q2 		$355K Sell
2,141
-103
-5% -$15.6K 0.37% 70
2023
Q1 		$329K Sell
2,244
-43
-2% -$6.15K 0.39% 72
2022
Q4 		$307K Buy
+2,287
New +$325K 0.38% 79

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Schear Investment Advisers's BR Position: Q1 2024 in Review

Schear Investment Advisers sold out of Broadridge (BR) in Q1 2024, closing a stake of 1,663 shares — an estimated $342K sold.

Schear Investment Advisers first reported a position in BR in Q4 2022 and held it in 5 quarters. The position peaked at $355K in Q2 2023. 941 funds tracked by Wall St. Rank hold BR as of Q1 2024.

  • Schear Investment Advisers reported no remaining Broadridge position as of Q1 2024 after selling out during the quarter.
  • Schear Investment Advisers sold 1,663 Broadridge shares in Q1 2024, an estimated $342K.
  • Schear Investment Advisers first reported a position in Broadridge in Q4 2022 and held it in 5 quarters.
  • Schear Investment Advisers's Broadridge position peaked at $355K in Q2 2023.
  • 941 funds tracked by Wall St. Rank held Broadridge as of Q1 2024.

Based on Schear Investment Advisers's 13F filing for Q1 2024, filed 1 May 2024.