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Unigestion Holding’s Broadridge BR Stock Holding History

Unigestion Holding’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
2025
Q1 		$5.48M Sell
22,611
-207
-0.9% -$48.7K 0.32% 70
2024
Q4 		$5.16M Buy
22,818
+17,603
+338% +$3.94M 0.3% 74
2024
Q3 		$1.12M Buy
5,215
+880
+20% +$184K 0.05% 100
2024
Q2 		$892K Sell
4,335
-880
-17% -$175K 0.05% 106
2024
Q1 		$1.07M Buy
5,215
+880
+20% +$177K 0.05% 108
2023
Q4 		$892K Buy
4,335
+1,737
+67% +$320K 0.05% 106
2023
Q3 		$465K Sell
2,598
-780
-23% -$138K 0.03% 147
2023
Q2 		$552K Sell
3,378
-847
-20% -$128K 0.03% 164
2023
Q1 		$613K Hold
4,225
– – 0.03% 178
2022
Q4 		$577K Hold
4,225
– – 0.03% 195
2022
Q3 		$621K Buy
+4,225
New +$686K 0.04% 157
2021
Q4 		– Sell
-1,494
Closed -$252K – 189
2021
Q3 		$252K Buy
+1,494
New +$254K 0.01% 183
2021
Q1 		– Sell
-4,400
Closed -$674K – 235
2020
Q4 		$674K Hold
4,400
– – 0.02% 179
2020
Q3 		$580K Buy
+4,400
New +$588K 0.02% 148
2019
Q1 		– Sell
-21,499
Closed -$2.07M – 254
2018
Q4 		$2.07M Sell
21,499
-1,056
-5% -$114K 0.05% 180
2018
Q3 		$2.98M Buy
+22,555
New +$2.86M 0.06% 181

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Unigestion Holding's BR Position: Q1 2025 in Review

Unigestion Holding reduced its Broadridge (BR) stake by 0.91% in Q1 2025, selling an estimated $48.7K and leaving 22,611 shares worth $5.48M. The position accounts for 0.32% of the portfolio, ranked #70.

Unigestion Holding first reported a position in BR in Q3 2018 and has held it in 16 quarters since. 1,108 funds tracked by Wall St. Rank hold BR as of Q1 2025.

  • Unigestion Holding held 22,611 shares of Broadridge worth $5.48M as of Q1 2025.
  • Unigestion Holding sold 207 Broadridge shares in Q1 2025, an estimated $48.7K.
  • Broadridge made up 0.32% of Unigestion Holding's portfolio in Q1 2025, its #70 holding.
  • Unigestion Holding first reported a position in Broadridge in Q3 2018 and has held it in 16 quarters since.
  • 1,108 funds tracked by Wall St. Rank held Broadridge as of Q1 2025.

Based on Unigestion Holding's 13F filing for Q1 2025, filed 10 Apr 2025.