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Simon Quick Advisors’s Broadridge BR Stock Holding History

Simon Quick 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
Q2 		– Sell
-953
Closed -$231K – 394
2025
Q1 		$231K Buy
+953
New +$224K 0.01% 513
2020
Q3 		– Sell
-43
Closed -$5K – 451
2020
Q2 		$5K Hold
43
– – ﹤0.01% 354
2020
Q1 		$4K Buy
43
+28
+187% +$3.19K ﹤0.01% 354
2019
Q4 		$2K Buy
+15
New +$1.83K ﹤0.01% 581

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

Simon Quick Advisors's BR Position: Q2 2025 in Review

Simon Quick Advisors sold out of Broadridge (BR) in Q2 2025, closing a stake of 953 shares — an estimated $231K sold.

Simon Quick Advisors first reported a position in BR in Q4 2019 and held it in 4 quarters. The position peaked at $231K in Q1 2025. 1,095 funds tracked by Wall St. Rank hold BR as of Q2 2025.

  • Simon Quick Advisors reported no remaining Broadridge position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 953 Broadridge shares in Q2 2025, an estimated $231K.
  • Simon Quick Advisors first reported a position in Broadridge in Q4 2019 and held it in 4 quarters.
  • Simon Quick Advisors's Broadridge position peaked at $231K in Q1 2025.
  • 1,095 funds tracked by Wall St. Rank held Broadridge as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.