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SpiderRock Advisors’s Broadridge BR Stock Holding History

SpiderRock 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
2024
Q3 		$1.36M Buy
6,309
+2,925
+86% +$612K 0.02% 404
2024
Q2 		$667K Sell
3,384
-55
-2% -$10.9K 0.01% 495
2024
Q1 		$686K Buy
+3,439
New +$694K 0.02% 461
2017
Q1 		– Hold
0
– – – 611

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SpiderRock Advisors's BR Position: Q3 2024 in Review

SpiderRock Advisors increased its Broadridge (BR) stake by 86% in Q3 2024, buying an estimated $612K and bringing the position to 6,309 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #404.

SpiderRock Advisors first reported a position in BR in Q1 2024 and has held it in 3 quarters since. 1,013 funds tracked by Wall St. Rank hold BR as of Q3 2024.

  • SpiderRock Advisors held 6,309 shares of Broadridge worth $1.36M as of Q3 2024.
  • SpiderRock Advisors bought 2,925 Broadridge shares in Q3 2024, an estimated $612K.
  • Broadridge made up 0.02% of SpiderRock Advisors's portfolio in Q3 2024, its #404 holding.
  • SpiderRock Advisors first reported a position in Broadridge in Q1 2024 and has held it in 3 quarters since.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.