Tandem Capital Management’s Broadridge BR Stock Holding History

Tandem 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
2021 Q3	–	Sell	-11,760	Closed	-$1.9M	–	89
2021 Q2	$1.9M	Sell	11,760 -150	-1%	-$24K	1.2%	37
2021 Q1	$1.82M	Hold	11,910	–	–	1.26%	37
2020 Q4	$1.82M	Hold	11,910	–	–	1.37%	32
2020 Q3	$1.57M	Hold	11,910	–	–	1.39%	32
2020 Q2	$1.5M	Sell	11,910 -1,500	-11%	-$174K	1.47%	30
2020 Q1	$1.27M	Buy	13,410 +356	+3%	+$40.6K	1.43%	30
2019 Q4	$1.61M	Buy	+13,054	New	+$1.6M	1.38%	32

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Tandem Capital Management's BR Position: Q3 2021 in Review

Tandem Capital Management sold out of Broadridge (BR) in Q3 2021, closing a stake of 11,760 shares — an estimated $1.9M sold.

Tandem Capital Management first reported a position in BR in Q4 2019 and held it in 7 quarters. The position peaked at $1.9M in Q2 2021. 787 funds tracked by Wall St. Rank hold BR as of Q3 2021.

Tandem Capital Management reported no remaining Broadridge position as of Q3 2021 after selling out during the quarter.
Tandem Capital Management sold 11,760 Broadridge shares in Q3 2021, an estimated $1.9M.
Tandem Capital Management first reported a position in Broadridge in Q4 2019 and held it in 7 quarters.
Tandem Capital Management's Broadridge position peaked at $1.9M in Q2 2021.
787 funds tracked by Wall St. Rank held Broadridge as of Q3 2021.

Based on Tandem Capital Management's 13F filing for Q3 2021, filed 28 Oct 2021.