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Steward Financial Group’s Broadridge BR Stock Holding History

Steward Financial Group’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 		$8K Buy
+47
New +$8.32K ﹤0.01% 430
2023
Q2 		– Sell
-45
Closed -$6K – 534
2023
Q1 		$6K Buy
45
+22
+96% +$3.15K ﹤0.01% 270
2022
Q4 		$3K Buy
+23
New +$3.27K ﹤0.01% 248
2022
Q3 		– Sell
-14
Closed -$1K – 242
2022
Q2 		$1K Buy
+14
New +$2.03K ﹤0.01% 677

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Steward Financial Group's BR Position: Q3 2023 in Review

Steward Financial Group opened a new position in Broadridge (BR) in Q3 2023: 47 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #430 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in BR as recently as Q1 2023.

Steward Financial Group first reported a position in BR in Q2 2022 and has held it in 4 quarters since. 852 funds tracked by Wall St. Rank hold BR as of Q3 2023.

  • Steward Financial Group held 47 shares of Broadridge worth $8K as of Q3 2023.
  • Broadridge was a new Steward Financial Group position in Q3 2023.
  • Broadridge made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #430 holding.
  • Steward Financial Group first reported a position in Broadridge in Q2 2022 and has held it in 4 quarters since.
  • 852 funds tracked by Wall St. Rank held Broadridge as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.