Zions Bancorporation’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.63M | Buy |
11,645
+3,979
| +52% | +$891K | 0.17% | 122 |
|
|
2024
Q3 | $1.65M | Buy |
7,666
+1,058
| +16% | +$221K | 0.12% | 154 |
|
|
2024
Q2 | $1.3M | Sell |
6,608
-4,571
| -41% | -$907K | 0.1% | 155 |
|
|
2024
Q1 | $2.29M | Sell |
11,179
-2,906
| -21% | -$586K | 0.17% | 106 |
|
|
2023
Q4 | $2.9M | Buy |
14,085
+907
| +7% | +$167K | 0.2% | 87 |
|
|
2023
Q3 | $2.36M | Buy |
13,178
+2,388
| +22% | +$423K | 0.21% | 83 |
|
|
2023
Q2 | $1.79M | Sell |
10,790
-799
| -7% | -$121K | 0.15% | 107 |
|
|
2023
Q1 | $1.7M | Buy |
11,589
+4,399
| +61% | +$629K | 0.15% | 107 |
|
|
2022
Q4 | $964K | Sell |
7,190
-1,525
| -17% | -$217K | 0.08% | 172 |
|
|
2022
Q3 | $1.26M | Buy |
8,715
+1,384
| +19% | +$225K | 0.13% | 119 |
|
|
2022
Q2 | $1.04M | Sell |
7,331
-32
| -0.4% | -$4.64K | 0.1% | 145 |
|
|
2022
Q1 | $1.15M | Buy |
7,363
+945
| +15% | +$145K | 0.1% | 139 |
|
|
2021
Q4 | $1.17M | Buy |
6,418
+478
| +8% | +$84K | 0.1% | 122 |
|
|
2021
Q3 | $990K | Buy |
5,940
+326
| +6% | +$55.5K | 0.1% | 117 |
|
|
2021
Q2 | $907K | Buy |
5,614
+1,517
| +37% | +$242K | 0.09% | 118 |
|
|
2021
Q1 | $627K | Buy |
4,097
+2,807
| +218% | +$414K | 0.07% | 131 |
|
|
2020
Q4 | $198K | Buy |
1,290
+1,135
| +732% | +$165K | 0.02% | 260 |
|
|
2020
Q3 | $20K | Buy |
155
+25
| +19% | +$3.34K | ﹤0.01% | 526 |
|
|
2020
Q2 | $16K | Buy |
130
+3
| +2% | +$347 | ﹤0.01% | 537 |
|
|
2020
Q1 | $12K | Sell |
127
-207
| -62% | -$23.6K | ﹤0.01% | 548 |
|
|
2019
Q4 | $41K | Hold |
334
| – | – | 0.01% | 444 |
|
|
2019
Q3 | $42K | Hold |
334
| – | – | 0.01% | 442 |
|
|
2019
Q2 | $43K | Sell |
334
-49
| -13% | -$5.9K | 0.01% | 408 |
|
|
2019
Q1 | $40K | Sell |
383
-3
| -0.8% | -$301 | 0.01% | 458 |
|
|
2018
Q4 | $37K | Buy |
386
+328
| +566% | +$35.5K | 0.03% | 196 |
|
|
2018
Q3 | $8K | Buy |
58
+6
| +12% | +$762 | ﹤0.01% | 581 |
|
|
2018
Q2 | $6K | Buy |
+52
| New | +$5.87K | ﹤0.01% | 365 |
|
|
2018
Q1 | – | Sell |
-76
| Closed | -$7K | – | 549 |
|
|
2017
Q4 | $7K | Hold |
76
| – | – | ﹤0.01% | 488 |
|
|
2017
Q3 | $6K | Buy |
+76
| New | +$5.85K | ﹤0.01% | 904 |
|
|
2015
Q2 | – | Sell |
-400
| Closed | -$22K | – | 322 |
|
|
2015
Q1 | $22K | Buy |
+400
| New | +$20.3K | ﹤0.01% | 348 |
|
Other funds holding BR
Zions Bancorporation's BR Position: Q4 2024 in Review
Zions Bancorporation increased its Broadridge (BR) stake by 52% in Q4 2024, buying an estimated $891K and bringing the position to 11,645 shares worth $2.63M. The position accounts for 0.17% of the portfolio, ranked #122.
Zions Bancorporation first reported a position in BR in Q1 2015 and has held it in 30 quarters since. The position peaked at $2.9M in Q4 2023. 1,053 funds tracked by Wall St. Rank hold BR as of Q4 2024.
- Zions Bancorporation held 11,645 shares of Broadridge worth $2.63M as of Q4 2024.
- Zions Bancorporation bought 3,979 Broadridge shares in Q4 2024, an estimated $891K.
- Broadridge made up 0.17% of Zions Bancorporation's portfolio in Q4 2024, its #122 holding.
- Zions Bancorporation first reported a position in Broadridge in Q1 2015 and has held it in 30 quarters since.
- Zions Bancorporation's Broadridge position peaked at $2.9M in Q4 2023.
- 1,053 funds tracked by Wall St. Rank held Broadridge as of Q4 2024.
Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.