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Veritas Investment Management’s Broadridge BR Stock Holding History

Veritas Investment 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
2020
Q3 		– Sell
-911
Closed -$115K – 62
2020
Q2 		$115K Hold
911
– – 0.01% 56
2020
Q1 		$86K Hold
911
– – 0.01% 62
2019
Q4 		$113K Hold
911
– – 0.01% 51
2019
Q3 		$113K Buy
+911
New +$117K 0.01% 58

Other funds holding BR

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Veritas Investment Management's BR Position: Q3 2020 in Review

Veritas Investment Management sold out of Broadridge (BR) in Q3 2020, closing a stake of 911 shares — an estimated $115K sold.

Veritas Investment Management first reported a position in BR in Q3 2019 and held it in 4 quarters. The position peaked at $115K in Q2 2020. 741 funds tracked by Wall St. Rank hold BR as of Q3 2020.

  • Veritas Investment Management reported no remaining Broadridge position as of Q3 2020 after selling out during the quarter.
  • Veritas Investment Management sold 911 Broadridge shares in Q3 2020, an estimated $115K.
  • Veritas Investment Management first reported a position in Broadridge in Q3 2019 and held it in 4 quarters.
  • Veritas Investment Management's Broadridge position peaked at $115K in Q2 2020.
  • 741 funds tracked by Wall St. Rank held Broadridge as of Q3 2020.

Based on Veritas Investment Management's 13F filing for Q3 2020, filed 2 Nov 2020.