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Squar Milner Financial Services’s Broadridge BR Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-1,576
Closed -$149K – 275
2020
Q1 		$149K Sell
1,576
-123
-7% -$14K 0.09% 204
2019
Q4 		$209K Buy
+1,699
New +$208K 0.1% 197
2019
Q3 		– Sell
-1,292
Closed -$165K – 282
2019
Q2 		$165K Sell
1,292
-150
-10% -$18.1K 0.11% 189
2019
Q1 		$149K Buy
1,442
+277
+24% +$27.8K 0.11% 205
2018
Q4 		$112K Hold
1,165
– – 0.11% 208
2018
Q3 		$154K Buy
1,165
+220
+23% +$27.9K 0.14% 189
2018
Q2 		$109K Buy
+945
New +$107K 0.1% 238

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Squar Milner Financial Services's BR Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Broadridge (BR) in Q2 2020, closing a stake of 1,576 shares — an estimated $149K sold.

Squar Milner Financial Services first reported a position in BR in Q2 2018 and held it in 7 quarters. The position peaked at $209K in Q4 2019. 718 funds tracked by Wall St. Rank hold BR as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Broadridge position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 1,576 Broadridge shares in Q2 2020, an estimated $149K.
  • Squar Milner Financial Services first reported a position in Broadridge in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's Broadridge position peaked at $209K in Q4 2019.
  • 718 funds tracked by Wall St. Rank held Broadridge as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.