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Sugarloaf Wealth Management’s Broadridge BR Stock Holding History

Sugarloaf Wealth Management’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
Q4 		$3.91M Buy
17,315
+27
+0.2% +$6.05K 0.74% 23
2024
Q3 		$3.72M Buy
17,288
+320
+2% +$66.9K 0.7% 25
2024
Q2 		$3.34M Buy
16,968
+202
+1% +$40.1K 0.68% 27
2024
Q1 		$3.43M Buy
16,766
+1,137
+7% +$229K 0.71% 26
2023
Q4 		$3.22M Buy
15,629
+428
+3% +$79K 0.78% 23
2023
Q3 		$2.72M Sell
15,201
-2,297
-13% -$407K 0.69% 26
2023
Q2 		$2.9M Buy
17,498
+523
+3% +$79.1K 0.68% 23
2023
Q1 		$2.49M Buy
16,975
+373
+2% +$53.4K 0.61% 25
2022
Q4 		$2.23M Buy
16,602
+972
+6% +$138K 0.56% 32
2022
Q3 		$2.26M Buy
15,630
+429
+3% +$69.6K 0.58% 25
2022
Q2 		$2.17M Buy
15,201
+1,481
+11% +$215K 0.54% 29
2022
Q1 		$2.16M Buy
13,720
+1,436
+12% +$220K 0.51% 34
2021
Q4 		$2.25M Buy
12,284
+845
+7% +$149K 0.53% 30
2021
Q3 		$1.91M Buy
11,439
+685
+6% +$117K 0.5% 31
2021
Q2 		$1.74M Buy
10,754
+626
+6% +$100K 0.47% 32
2021
Q1 		$1.55K Sell
10,128
-578
-5% -$85.3K 0.46% 30
2020
Q4 		$1.64M Buy
10,706
+316
+3% +$45.8K 0.55% 28
2020
Q3 		$1.38M Sell
10,390
-23
-0.2% -$3.08K 0.5% 29
2020
Q2 		$1.31M Buy
10,413
+473
+5% +$54.8K 0.5% 31
2020
Q1 		$943K Buy
9,940
+4,915
+98% +$561K 0.42% 38
2019
Q4 		$621K Buy
+5,025
New +$614K 0.26% 68

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sugarloaf Wealth Management's BR Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Broadridge (BR) stake by 0.16% in Q4 2024, buying an estimated $6.05K and bringing the position to 17,315 shares worth $3.91M. The position accounts for 0.74% of the portfolio, ranked #23.

Sugarloaf Wealth Management first reported a position in BR in Q4 2019 and has held it in 21 quarters since. 1,051 funds tracked by Wall St. Rank hold BR as of Q4 2024.

  • Sugarloaf Wealth Management held 17,315 shares of Broadridge worth $3.91M as of Q4 2024.
  • Sugarloaf Wealth Management bought 27 Broadridge shares in Q4 2024, an estimated $6.05K.
  • Broadridge made up 0.74% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #23 holding.
  • Sugarloaf Wealth Management first reported a position in Broadridge in Q4 2019 and has held it in 21 quarters since.
  • 1,051 funds tracked by Wall St. Rank held Broadridge as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.