Stevard LLC’s Broadridge BR Stock Holding History

Stevard LLC’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 Q4	–	Sell	-3,539	Closed	-$467K	–	84
2020 Q3	$467K	Buy	3,539 +60	+2%	+$8.02K	0.19%	74
2020 Q2	$439K	Buy	+3,479	New	+$403K	0.22%	71

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

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

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

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

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

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Stevard LLC's BR Position: Q4 2020 in Review

Stevard LLC sold out of Broadridge (BR) in Q4 2020, closing a stake of 3,539 shares — an estimated $467K sold.

Stevard LLC first reported a position in BR in Q2 2020 and held it in 2 quarters. The position peaked at $467K in Q3 2020. 784 funds tracked by Wall St. Rank hold BR as of Q4 2020.

Stevard LLC reported no remaining Broadridge position as of Q4 2020 after selling out during the quarter.
Stevard LLC sold 3,539 Broadridge shares in Q4 2020, an estimated $467K.
Stevard LLC first reported a position in Broadridge in Q2 2020 and held it in 2 quarters.
Stevard LLC's Broadridge position peaked at $467K in Q3 2020.
784 funds tracked by Wall St. Rank held Broadridge as of Q4 2020.

Based on Stevard LLC's 13F filing for Q4 2020, filed 12 Feb 2021.