SIA
BR icon

Schechter Investment Advisors’s Broadridge BR Stock Holding History

Schechter Investment Advisors’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 		$2.39M Sell
9,852
-810
-8% -$191K 0.2% 102
2024
Q4 		$2.41M Sell
10,662
-7
-0.1% -$1.57K 0.18% 107
2024
Q3 		$2.29M Sell
10,669
-1,343
-11% -$281K 0.17% 112
2024
Q2 		$2.37M Sell
12,012
-288
-2% -$57.1K 0.18% 101
2024
Q1 		$2.52M Buy
12,300
+225
+2% +$45.4K 0.19% 99
2023
Q4 		$2.48M Sell
12,075
-553
-4% -$102K 0.22% 86
2023
Q3 		$2.26M Sell
12,628
-779
-6% -$138K 0.22% 86
2023
Q2 		$2.22M Buy
13,407
+228
+2% +$34.5K 0.2% 98
2023
Q1 		$1.93M Sell
13,179
-368
-3% -$52.7K 0.18% 110
2022
Q4 		$1.82M Buy
13,547
+1,576
+13% +$224K 0.17% 130
2022
Q3 		$1.73M Sell
11,971
-973
-8% -$158K 0.17% 128
2022
Q2 		$1.84M Buy
12,944
+3,322
+35% +$482K 0.18% 106
2022
Q1 		$1.5M Buy
9,622
+46
+0.5% +$7.06K 0.14% 171
2021
Q4 		$1.75M Buy
+9,576
New +$1.68M 0.16% 148

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Schechter Investment Advisors's BR Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Broadridge (BR) stake by 7.6% in Q1 2025, selling an estimated $191K and leaving 9,852 shares worth $2.39M. The position accounts for 0.2% of the portfolio, ranked #102.

Schechter Investment Advisors first reported a position in BR in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.52M in Q1 2024. 1,107 funds tracked by Wall St. Rank hold BR as of Q1 2025.

  • Schechter Investment Advisors held 9,852 shares of Broadridge worth $2.39M as of Q1 2025.
  • Schechter Investment Advisors sold 810 Broadridge shares in Q1 2025, an estimated $191K.
  • Broadridge made up 0.2% of Schechter Investment Advisors's portfolio in Q1 2025, its #102 holding.
  • Schechter Investment Advisors first reported a position in Broadridge in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Broadridge position peaked at $2.52M in Q1 2024.
  • 1,107 funds tracked by Wall St. Rank held Broadridge as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.