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Winton Capital Management’s Broadridge BR Stock Holding History

Winton Capital 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
2014
Q1 		$3.16M Buy
85,056
+34,244
+67% +$1.28M 0.02% 412
2013
Q4 		$2.01M Buy
50,812
+29,495
+138% +$1.07M 0.02% 457
2013
Q3 		$677K Buy
21,317
+4,480
+27% +$133K 0.01% 563
2013
Q2 		$448K Buy
+16,837
New +$433K 0.01% 621

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

Winton Capital Management's BR Position: Q1 2014 in Review

Winton Capital Management increased its Broadridge (BR) stake by 67% in Q1 2014, buying an estimated $1.28M and bringing the position to 85,056 shares worth $3.16M. The position accounts for 0.02% of the portfolio, ranked #412.

Winton Capital Management first reported a position in BR in Q2 2013 and has held it in 4 quarters since. 351 funds tracked by Wall St. Rank hold BR as of Q1 2014.

  • Winton Capital Management held 85,056 shares of Broadridge worth $3.16M as of Q1 2014.
  • Winton Capital Management bought 34,244 Broadridge shares in Q1 2014, an estimated $1.28M.
  • Broadridge made up 0.02% of Winton Capital Management's portfolio in Q1 2014, its #412 holding.
  • Winton Capital Management first reported a position in Broadridge in Q2 2013 and has held it in 4 quarters since.
  • 351 funds tracked by Wall St. Rank held Broadridge as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.