SEI Investments’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.4M | Buy |
82,393
+20,982
| +34% | +$3.99M | 0.01% | 979 |
|
|
2025
Q4 | $13.7M | Sell |
61,411
-8,918
| -13% | -$2.03M | 0.01% | 907 |
|
|
2025
Q3 | $16.8M | Buy |
70,329
+17,393
| +33% | +$4.33M | 0.02% | 799 |
|
|
2025
Q2 | $12.9M | Buy |
52,936
+11,028
| +26% | +$2.62M | 0.01% | 887 |
|
|
2025
Q1 | $10.2M | Buy |
41,908
+11,874
| +40% | +$2.79M | 0.01% | 964 |
|
|
2024
Q4 | $6.79M | Buy |
30,034
+763
| +3% | +$171K | 0.01% | 1156 |
|
|
2024
Q3 | $6.3M | Buy |
29,271
+5,169
| +21% | +$1.08M | 0.01% | 1185 |
|
|
2024
Q2 | $4.75M | Buy |
24,102
+4,465
| +23% | +$886K | 0.01% | 1248 |
|
|
2024
Q1 | $4.02M | Buy |
19,637
+779
| +4% | +$157K | 0.01% | 1309 |
|
|
2023
Q4 | $3.88M | Buy |
18,858
+1,069
| +6% | +$197K | 0.01% | 1287 |
|
|
2023
Q3 | $3.19M | Buy |
17,789
+185
| +1% | +$32.8K | 0.01% | 1368 |
|
|
2023
Q2 | $2.92M | Sell |
17,604
-5,813
| -25% | -$880K | 0.01% | 1466 |
|
|
2023
Q1 | $3.43M | Buy |
23,417
+3,570
| +18% | +$511K | 0.01% | 1374 |
|
|
2022
Q4 | $2.66M | Sell |
19,847
-3,890
| -16% | -$553K | 0.01% | 1347 |
|
|
2022
Q3 | $3.42M | Sell |
23,737
-83
| -0.3% | -$13.5K | 0.01% | 1275 |
|
|
2022
Q2 | $3.44M | Buy |
23,820
+10,114
| +74% | +$1.47M | 0.01% | 1285 |
|
|
2022
Q1 | $2.06M | Sell |
13,706
-988
| -7% | -$152K | ﹤0.01% | 1527 |
|
|
2021
Q4 | $2.71M | Buy |
14,694
+521
| +4% | +$91.6K | 0.01% | 1450 |
|
|
2021
Q3 | $2.44M | Sell |
14,173
-1,803
| -11% | -$307K | 0.01% | 1431 |
|
|
2021
Q2 | $2.48M | Buy |
15,976
+3,068
| +24% | +$490K | 0.01% | 1425 |
|
|
2021
Q1 | $1.9M | Sell |
12,908
-10,779
| -46% | -$1.59M | ﹤0.01% | 1474 |
|
|
2020
Q4 | $3.55M | Sell |
23,687
-4,384
| -16% | -$636K | 0.01% | 1116 |
|
|
2020
Q3 | $3.71M | Sell |
28,071
-8,411
| -23% | -$1.12M | 0.01% | 1013 |
|
|
2020
Q2 | $4.6M | Sell |
36,482
-7,649
| -17% | -$886K | 0.01% | 901 |
|
|
2020
Q1 | $4.18M | Sell |
44,131
-21,746
| -33% | -$2.48M | 0.02% | 840 |
|
|
2019
Q4 | $8.14M | Sell |
65,877
-3,412
| -5% | -$417K | 0.02% | 671 |
|
|
2019
Q3 | $8.62M | Sell |
69,289
-36,984
| -35% | -$4.76M | 0.02% | 661 |
|
|
2019
Q2 | $13.6M | Sell |
106,273
-54,413
| -34% | -$6.55M | 0.04% | 447 |
|
|
2019
Q1 | $16.7M | Buy |
160,686
+64,599
| +67% | +$6.48M | 0.06% | 356 |
|
|
2018
Q4 | $12M | Buy |
96,087
+16,658
| +21% | +$1.8M | 0.04% | 466 |
|
|
2018
Q3 | $10.5M | Buy |
79,429
+3,070
| +4% | +$390K | 0.04% | 503 |
|
|
2018
Q2 | $8.79M | Sell |
76,359
-19,037
| -20% | -$2.15M | 0.03% | 642 |
|
|
2018
Q1 | $10.5M | Sell |
95,396
-105,514
| -53% | -$10.5M | 0.04% | 495 |
|
|
2017
Q4 | $18.2M | Sell |
200,910
-26,744
| -12% | -$2.33M | 0.06% | 360 |
|
|
2017
Q3 | $18.4M | Sell |
227,654
-17,009
| -7% | -$1.31M | 0.07% | 335 |
|
|
2017
Q2 | $18.5M | Sell |
244,663
-16,499
| -6% | -$1.19M | 0.07% | 317 |
|
|
2017
Q1 | $17.7M | Buy |
261,162
+1,870
| +0.7% | +$127K | 0.08% | 306 |
|
|
2016
Q4 | $17.2M | Buy |
259,292
+5,981
| +2% | +$389K | 0.08% | 302 |
|
|
2016
Q3 | $17.2M | Sell |
253,311
-25,289
| -9% | -$1.73M | 0.09% | 283 |
|
|
2016
Q2 | $18.2M | Sell |
278,600
-56,164
| -17% | -$3.48M | 0.11% | 232 |
|
|
2016
Q1 | $19.9M | Sell |
334,764
-41,104
| -11% | -$2.24M | 0.12% | 208 |
|
|
2015
Q4 | $20.2M | Buy |
375,868
+340,568
| +965% | +$19.1M | 0.12% | 203 |
|
|
2015
Q3 | $1.95M | Buy |
35,300
+9,457
| +37% | +$508K | 0.02% | 811 |
|
|
2015
Q2 | $1.29M | Sell |
25,843
-77,424
| -75% | -$4.12M | 0.01% | 898 |
|
|
2015
Q1 | $5.68M | Sell |
103,267
-18,526
| -15% | -$941K | 0.05% | 420 |
|
|
2014
Q4 | $5.63M | Buy |
+121,793
| New | +$5.33M | 0.05% | 406 |
|
Other funds holding BR
VCM
VPM
