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Sustainable Insight Capital Management’s Broadridge BR Stock Holding History

Sustainable Insight Capital 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
2023
Q1 		– Sell
-2,200
Closed -$295K – 99
2022
Q4 		$295K Sell
2,200
-300
-12% -$42.6K 0.33% 70
2022
Q3 		$361K Buy
+2,500
New +$406K 0.42% 58
2021
Q1 		– Sell
-1,743
Closed -$267K – 115
2020
Q4 		$267K Buy
+1,743
New +$253K 0.18% 82

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sustainable Insight Capital Management's BR Position: Q1 2023 in Review

Sustainable Insight Capital Management sold out of Broadridge (BR) in Q1 2023, closing a stake of 2,200 shares — an estimated $295K sold.

Sustainable Insight Capital Management first reported a position in BR in Q4 2020 and held it in 3 quarters. The position peaked at $361K in Q3 2022. 790 funds tracked by Wall St. Rank hold BR as of Q1 2023.

  • Sustainable Insight Capital Management reported no remaining Broadridge position as of Q1 2023 after selling out during the quarter.
  • Sustainable Insight Capital Management sold 2,200 Broadridge shares in Q1 2023, an estimated $295K.
  • Sustainable Insight Capital Management first reported a position in Broadridge in Q4 2020 and held it in 3 quarters.
  • Sustainable Insight Capital Management's Broadridge position peaked at $361K in Q3 2022.
  • 790 funds tracked by Wall St. Rank held Broadridge as of Q1 2023.

Based on Sustainable Insight Capital Management's 13F filing for Q1 2023, filed 9 May 2023.