Twin Tree Management’s Broadridge BR Stock Holding History

Twin Tree 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
2026 Q1	$682K	Buy	+4,200	New	+$798K	0.01%	856
2019 Q2	–	Sell	-6,300	Closed	-$653K	–	1248
2019 Q1	$653K	Buy	+6,300	New	+$632K	﹤0.01%	911

Other funds holding BR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Twin Tree Management's BR Position: Q1 2024 in Review

Twin Tree Management sold out of Broadridge (BR) in Q1 2024, closing a stake of 2,838 shares — an estimated $584K sold.

Twin Tree Management first reported a position in BR in Q4 2015 and held it in 20 quarters. The position peaked at $8.19M in Q2 2019. 939 funds tracked by Wall St. Rank hold BR as of Q1 2024.

Twin Tree Management reported no remaining Broadridge position as of Q1 2024 after selling out during the quarter.
Twin Tree Management sold 2,838 Broadridge shares in Q1 2024, an estimated $584K.
Twin Tree Management first reported a position in Broadridge in Q4 2015 and held it in 20 quarters.
Twin Tree Management's Broadridge position peaked at $8.19M in Q2 2019.
939 funds tracked by Wall St. Rank held Broadridge as of Q1 2024.

Based on Twin Tree Management's 13F filing for Q1 2024, filed 9 May 2024.