Zacks Investment Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22.6M | Buy |
139,375
+470
| +0.3% | +$89.3K | 0.18% | 120 |
|
|
2025
Q4 | $31M | Sell |
138,905
-1,739
| -1% | -$397K | 0.24% | 107 |
|
|
2025
Q3 | $33.5M | Buy |
140,644
+767
| +0.5% | +$191K | 0.27% | 96 |
|
|
2025
Q2 | $34M | Buy |
139,877
+1,483
| +1% | +$352K | 0.29% | 93 |
|
|
2025
Q1 | $33.6M | Buy |
138,394
+4,589
| +3% | +$1.08M | 0.31% | 91 |
|
|
2024
Q4 | $30.3M | Buy |
+133,805
| New | +$30M | 0.28% | 95 |
|
|
2016
Q4 | – | Sell |
-7,201
| Closed | -$488K | – | 646 |
|
|
2016
Q3 | $488K | Buy |
7,201
+3,155
| +78% | +$215K | 0.01% | 453 |
|
|
2016
Q2 | $264K | Hold |
4,046
| – | – | 0.01% | 516 |
|
|
2016
Q1 | $240K | Sell |
4,046
-4
| -0.1% | -$218 | 0.01% | 532 |
|
|
2015
Q4 | $218K | Buy |
4,050
+20
| +0.5% | +$1.12K | 0.01% | 510 |
|
|
2015
Q3 | $223K | Sell |
4,030
-9,511
| -70% | -$511K | 0.01% | 534 |
|
|
2015
Q2 | $677K | Sell |
13,541
-746
| -5% | -$39.7K | 0.02% | 377 |
|
|
2015
Q1 | $786K | Buy |
14,287
+7,509
| +111% | +$381K | 0.02% | 345 |
|
|
2014
Q4 | $313K | Sell |
6,778
-14,000
| -67% | -$612K | 0.01% | 501 |
|
|
2014
Q3 | $865K | Buy |
20,778
+117
| +0.6% | +$4.86K | 0.03% | 287 |
|
|
2014
Q2 | $860K | Buy |
20,661
+996
| +5% | +$39K | 0.03% | 290 |
|
|
2014
Q1 | $730K | Buy |
19,665
+1,194
| +6% | +$44.8K | 0.03% | 314 |
|
|
2013
Q4 | $730K | Buy |
18,471
+8,620
| +88% | +$311K | 0.03% | 300 |
|
|
2013
Q3 | $313K | Sell |
9,851
-4,188
| -30% | -$124K | 0.01% | 507 |
|
|
2013
Q2 | $373K | Buy |
+14,039
| New | +$361K | 0.02% | 413 |
|
Other funds holding BR
VCM
VPM
