Twin Tree Management
BR icon

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
2024
Q1 		– Sell
-37,000
Closed -$7.61M – 1289
2023
Q4 		$7.61M Hold
37,000
– – 0.01% 768
2023
Q3 		$6.62M Buy
+37,000
New +$6.55M 0.01% 617
2020
Q2 		– Sell
-5,100
Closed -$484K – 1466
2020
Q1 		$484K Buy
+5,100
New +$582K ﹤0.01% 975
2017
Q2 		– Sell
-27,400
Closed -$1.86M – 961
2017
Q1 		$1.86M Sell
27,400
-300
-1% -$20.3K 0.02% 582
2016
Q4 		$1.84M Buy
27,700
+26,000
+1,529% +$1.69M 0.02% 641
2016
Q3 		$115K Sell
1,700
-1,800
-51% -$123K ﹤0.01% 992
2016
Q2 		$228K Buy
+3,500
New +$217K ﹤0.01% 962

Other funds holding BR

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
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.