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Sunriver Management’s Broadridge BR Stock Holding History

Sunriver 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
2020
Q3 		– Sell
-244,792
Closed -$30.9M – 21
2020
Q2 		$30.9M Sell
244,792
-148,418
-38% -$17.2M 4.87% 12
2020
Q1 		$37.3M Buy
393,210
+191,640
+95% +$21.9M 6.54% 4
2019
Q4 		$24.9M Buy
+201,570
New +$24.6M 4.37% 12

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sunriver Management's BR Position: Q3 2020 in Review

Sunriver Management sold out of Broadridge (BR) in Q3 2020, closing a stake of 244,792 shares — an estimated $30.9M sold.

Sunriver Management first reported a position in BR in Q4 2019 and held it in 3 quarters. The position peaked at $37.3M in Q1 2020. 742 funds tracked by Wall St. Rank hold BR as of Q3 2020.

  • Sunriver Management reported no remaining Broadridge position as of Q3 2020 after selling out during the quarter.
  • Sunriver Management sold 244,792 Broadridge shares in Q3 2020, an estimated $30.9M.
  • Sunriver Management first reported a position in Broadridge in Q4 2019 and held it in 3 quarters.
  • Sunriver Management's Broadridge position peaked at $37.3M in Q1 2020.
  • 742 funds tracked by Wall St. Rank held Broadridge as of Q3 2020.

Based on Sunriver Management's 13F filing for Q3 2020, filed 16 Nov 2020.