Standard Family Office’s Broadridge BR Stock Holding History

Standard Family Office’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
2022 Q4	–	Sell	-22	Closed	-$3K	–	63
2022 Q3	$3K	Hold	22	–	–	﹤0.01%	343
2022 Q2	$3K	Buy	+22	New	+$3.19K	0.03%	137
2022 Q1	–	Sell	-47	Closed	-$9K	–	99
2021 Q4	$9K	Buy	+47	New	+$8.26K	0.08%	116
2021 Q1	–	Sell	-9	Closed	-$1K	–	624
2020 Q4	$1K	Buy	+9	New	+$1.31K	﹤0.01%	532

Other funds holding BR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Standard Family Office's BR Position: Q4 2022 in Review

Standard Family Office sold out of Broadridge (BR) in Q4 2022, closing a stake of 22 shares — an estimated $3K sold.

Standard Family Office first reported a position in BR in Q4 2020 and held it in 4 quarters. The position peaked at $9K in Q4 2021. 783 funds tracked by Wall St. Rank hold BR as of Q4 2022.

Standard Family Office reported no remaining Broadridge position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 22 Broadridge shares in Q4 2022, an estimated $3K.
Standard Family Office first reported a position in Broadridge in Q4 2020 and held it in 4 quarters.
Standard Family Office's Broadridge position peaked at $9K in Q4 2021.
783 funds tracked by Wall St. Rank held Broadridge as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.