Winslow Evans & Crocker’s Broadridge BR Stock Holding History

Winslow Evans & Crocker’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 Q4	$202K	Buy	1,322 +68	+5%	+$9.86K	0.04%	330
2020 Q3	$165K	Sell	1,254 -15	-1%	-$2K	0.04%	295
2020 Q2	$161K	Buy	1,269 +87	+7%	+$10.1K	0.04%	294
2020 Q1	$114K	Buy	1,182 +408	+53%	+$46.6K	0.04%	310
2019 Q4	$98K	Buy	774 +34	+5%	+$4.16K	0.03%	398
2019 Q3	$94K	Sell	740 -56	-7%	-$7.21K	0.03%	406
2019 Q2	$104K	Buy	796 +666	+512%	+$80.2K	0.03%	392
2019 Q1	$16K	Buy	130 +30	+30%	+$3.01K	﹤0.01%	712
2018 Q4	$10K	Sell	100 -3,350	-97%	-$363K	﹤0.01%	761
2018 Q3	$458K	Hold	3,450	–	–	0.14%	157
2018 Q2	$398K	Buy	3,450 +3,350	+3,350%	+$378K	0.12%	172
2018 Q1	$11K	Hold	100	–	–	﹤0.01%	764
2017 Q4	$9.06K	Hold	100	–	–	﹤0.01%	829
2017 Q3	$8.08K	Buy	+100	New	+$7.7K	﹤0.01%	856

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Winslow Evans & Crocker's BR Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Broadridge (BR) stake by 5.4% in Q4 2020, buying an estimated $9.86K and bringing the position to 1,322 shares worth $202K. The position accounts for 0.04% of the portfolio, ranked #330.

Winslow Evans & Crocker first reported a position in BR in Q3 2017 and has held it in 14 quarters since. The position peaked at $458K in Q3 2018. 784 funds tracked by Wall St. Rank hold BR as of Q4 2020.

Winslow Evans & Crocker held 1,322 shares of Broadridge worth $202K as of Q4 2020.
Winslow Evans & Crocker bought 68 Broadridge shares in Q4 2020, an estimated $9.86K.
Broadridge made up 0.04% of Winslow Evans & Crocker's portfolio in Q4 2020, its #330 holding.
Winslow Evans & Crocker first reported a position in Broadridge in Q3 2017 and has held it in 14 quarters since.
Winslow Evans & Crocker's Broadridge position peaked at $458K in Q3 2018.
784 funds tracked by Wall St. Rank held Broadridge as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.