Sittner & Nelson’s Broadridge BR Stock Holding History

Sittner & Nelson’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 Q3	–	Sell	-25	Closed	-$4.14K	–	470
2023 Q2	$4.14K	Buy	+25	New	+$3.78K	﹤0.01%	412

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Sittner & Nelson's BR Position: Q3 2023 in Review

Sittner & Nelson sold out of Broadridge (BR) in Q3 2023, closing a stake of 25 shares — an estimated $4.14K sold.

Sittner & Nelson first reported a position in BR in Q2 2023 and held it in 1 quarter. The position peaked at $4.14K in Q2 2023. 853 funds tracked by Wall St. Rank hold BR as of Q3 2023.

Sittner & Nelson reported no remaining Broadridge position as of Q3 2023 after selling out during the quarter.
Sittner & Nelson sold 25 Broadridge shares in Q3 2023, an estimated $4.14K.
Sittner & Nelson first reported a position in Broadridge in Q2 2023 and held it in 1 quarter.
Sittner & Nelson's Broadridge position peaked at $4.14K in Q2 2023.
853 funds tracked by Wall St. Rank held Broadridge as of Q3 2023.

Based on Sittner & Nelson's 13F filing for Q3 2023, filed 13 Nov 2023.