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Tiverton Asset Management’s Broadridge BR Stock Holding History

Tiverton Asset 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
2019
Q3 		$310K Hold
2,493
– – 0.01% 493
2019
Q2 		$318K Hold
2,493
– – 0.01% 494
2019
Q1 		$258K Buy
2,493
+256
+11% +$25.7K 0.01% 502
2018
Q4 		$215K Buy
2,237
+337
+18% +$36.5K 0.01% 302
2018
Q3 		$251K Buy
+1,900
New +$241K 0.01% 302

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tiverton Asset Management's BR Position: Q3 2019 in Review

Tiverton Asset Management held its Broadridge (BR) position steady in Q3 2019 at 2,493 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #493.

Tiverton Asset Management first reported a position in BR in Q3 2018 and has held it in 5 quarters since. The position peaked at $318K in Q2 2019. 690 funds tracked by Wall St. Rank hold BR as of Q3 2019.

  • Tiverton Asset Management held 2,493 shares of Broadridge worth $310K as of Q3 2019.
  • Tiverton Asset Management left its Broadridge share count unchanged in Q3 2019.
  • Broadridge made up 0.01% of Tiverton Asset Management's portfolio in Q3 2019, its #493 holding.
  • Tiverton Asset Management first reported a position in Broadridge in Q3 2018 and has held it in 5 quarters since.
  • Tiverton Asset Management's Broadridge position peaked at $318K in Q2 2019.
  • 690 funds tracked by Wall St. Rank held Broadridge as of Q3 2019.

Based on Tiverton Asset Management's 13F filing for Q3 2019, filed 13 Nov 2019.