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Sierra Capital’s Broadridge BR Stock Holding History

Sierra Capital’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
2023
Q1 		– Sell
-10
Closed -$1K – 234
2022
Q4 		$1K Hold
10
– – ﹤0.01% 570
2022
Q3 		$1K Hold
10
– – ﹤0.01% 578
2022
Q2 		$1K Hold
10
– – ﹤0.01% 645
2022
Q1 		$2K Hold
10
– – ﹤0.01% 640
2021
Q4 		$2K Buy
+10
New +$1.76K ﹤0.01% 651

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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

Sierra Capital's BR Position: Q1 2023 in Review

Sierra Capital sold out of Broadridge (BR) in Q1 2023, closing a stake of 10 shares — an estimated $1K sold.

Sierra Capital first reported a position in BR in Q4 2021 and held it in 5 quarters. The position peaked at $2K in Q1 2022. 789 funds tracked by Wall St. Rank hold BR as of Q1 2023.

  • Sierra Capital reported no remaining Broadridge position as of Q1 2023 after selling out during the quarter.
  • Sierra Capital sold 10 Broadridge shares in Q1 2023, an estimated $1K.
  • Sierra Capital first reported a position in Broadridge in Q4 2021 and held it in 5 quarters.
  • Sierra Capital's Broadridge position peaked at $2K in Q1 2022.
  • 789 funds tracked by Wall St. Rank held Broadridge as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.