Sumitomo Mitsui Trust Group’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $41.1M | Sell |
252,845
-8,623
| -3% | -$1.64M | 0.03% | 493 |
|
|
2025
Q4 | $58.4M | Sell |
261,468
-14,073
| -5% | -$3.21M | 0.03% | 421 |
|
|
2025
Q3 | $65.6M | Buy |
275,541
+3,700
| +1% | +$921K | 0.04% | 390 |
|
|
2025
Q2 | $66.1M | Buy |
271,841
+10,992
| +4% | +$2.61M | 0.04% | 383 |
|
|
2025
Q1 | $63.2M | Sell |
260,849
-1,310
| -0.5% | -$308K | 0.04% | 378 |
|
|
2024
Q4 | $59.3M | Sell |
262,159
-3,281
| -1% | -$735K | 0.04% | 409 |
|
|
2024
Q3 | $57.1M | Buy |
265,440
+2,715
| +1% | +$568K | 0.04% | 418 |
|
|
2024
Q2 | $51.8M | Sell |
262,725
-18,428
| -7% | -$3.66M | 0.04% | 413 |
|
|
2024
Q1 | $57.6M | Sell |
281,153
-3,424
| -1% | -$691K | 0.04% | 439 |
|
|
2023
Q4 | $58.6M | Buy |
284,577
+2,815
| +1% | +$519K | 0.04% | 432 |
|
|
2023
Q3 | $50.4M | Sell |
281,762
-4,962
| -2% | -$879K | 0.04% | 451 |
|
|
2023
Q2 | $47.5M | Sell |
286,724
-104,013
| -27% | -$15.7M | 0.04% | 489 |
|
|
2023
Q1 | $57.3M | Sell |
390,737
-145,503
| -27% | -$20.8M | 0.04% | 451 |
|
|
2022
Q4 | $71.9M | Sell |
536,240
-69,401
| -11% | -$9.86M | 0.06% | 387 |
|
|
2022
Q3 | $87.4M | Sell |
605,641
-8,190
| -1% | -$1.33M | 0.07% | 320 |
|
|
2022
Q2 | $87.5M | Buy |
613,831
+230,501
| +60% | +$33.4M | 0.07% | 329 |
|
|
2022
Q1 | $59.7M | Sell |
383,330
-143,997
| -27% | -$22.1M | 0.04% | 482 |
|
|
2021
Q4 | $96.4M | Buy |
527,327
+118,885
| +29% | +$20.9M | 0.06% | 349 |
|
|
2021
Q3 | $68.1M | Sell |
408,442
-19,493
| -5% | -$3.32M | 0.04% | 449 |
|
|
2021
Q2 | $69.1M | Sell |
427,935
-23,615
| -5% | -$3.77M | 0.04% | 452 |
|
|
2021
Q1 | $69.1M | Sell |
451,550
-13,562
| -3% | -$2M | 0.04% | 441 |
|
|
2020
Q4 | $71.3M | Sell |
465,112
-211,021
| -31% | -$30.6M | 0.05% | 421 |
|
|
2020
Q3 | $89.3M | Sell |
676,133
-75,562
| -10% | -$10.1M | 0.06% | 338 |
|
|
2020
Q2 | $94.9M | Buy |
751,695
+68,321
| +10% | +$7.91M | 0.07% | 316 |
|
|
2020
Q1 | $64.8M | Buy |
683,374
+148,520
| +28% | +$16.9M | 0.06% | 367 |
|
|
2019
Q4 | $66.1M | Buy |
534,854
+5,507
| +1% | +$673K | 0.05% | 383 |
|
|
2019
Q3 | $65.9M | Buy |
529,347
+25,107
| +5% | +$3.23M | 0.06% | 360 |
|
|
2019
Q2 | $64.4M | Sell |
504,240
-13,977
| -3% | -$1.68M | 0.06% | 352 |
|
|
2019
Q1 | $53.7M | Sell |
518,217
-22,721
| -4% | -$2.28M | 0.05% | 398 |
|
|
2018
Q4 | $51.5M | Buy |
540,938
+76,032
| +16% | +$8.23M | 0.06% | 361 |
|
|
2018
Q3 | $61.3M | Buy |
464,906
+15,946
| +4% | +$2.02M | 0.07% | 324 |
|
|
2018
Q2 | $51.7M | Buy |
448,960
+45,561
| +11% | +$5.14M | 0.06% | 348 |
|
|
2018
Q1 | $44.2M | Buy |
403,399
+9,072
| +2% | +$901K | 0.06% | 370 |
|
|
2017
Q4 | $35.7M | Buy |
394,327
+29,643
| +8% | +$2.59M | 0.05% | 437 |
|
|
2017
Q3 | $29.5M | Sell |
364,684
-8,957
| -2% | -$690K | 0.04% | 470 |
|
|
2017
Q2 | $28.2M | Sell |
373,641
-9,814
| -3% | -$708K | 0.04% | 476 |
|
|
2017
Q1 | $26.1M | Buy |
383,455
+2,836
| +0.7% | +$192K | 0.04% | 489 |
|
|
2016
Q4 | $25.2M | Buy |
380,619
+10,381
| +3% | +$675K | 0.04% | 486 |
|
|
2016
Q3 | $25.1M | Buy |
370,238
+5,798
| +2% | +$396K | 0.04% | 484 |
|
|
2016
Q2 | $23.8M | Buy |
364,440
+356,803
| +4,672% | +$22.1M | 0.04% | 484 |
|
|
2016
Q1 | $453K | Buy |
+7,637
| New | +$417K | ﹤0.01% | 820 |
|
Other funds holding BR
VCM
VPM
