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Zweig-DiMenna Associates’s Broadridge BR Stock Holding History

Zweig-DiMenna Associates’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
2018
Q4 		– Sell
-2,000
Closed -$264K – 132
2018
Q3 		$264K Buy
+2,000
New +$254K 0.02% 131
2015
Q2 		– Sell
-10,700
Closed -$589K – 256
2015
Q1 		$589K Sell
10,700
-600
-5% -$30.5K 0.02% 152
2014
Q4 		$522K Buy
11,300
+5,400
+92% +$236K 0.02% 142
2014
Q3 		$246K Buy
+5,900
New +$245K 0.01% 214
2014
Q2 		– Sell
-6,600
Closed -$245K – 252
2014
Q1 		$245K Buy
+6,600
New +$247K 0.01% 181

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Zweig-DiMenna Associates's BR Position: Q4 2018 in Review

Zweig-DiMenna Associates sold out of Broadridge (BR) in Q4 2018, closing a stake of 2,000 shares — an estimated $264K sold.

Zweig-DiMenna Associates first reported a position in BR in Q1 2014 and held it in 5 quarters. The position peaked at $589K in Q1 2015. 709 funds tracked by Wall St. Rank hold BR as of Q4 2018.

  • Zweig-DiMenna Associates reported no remaining Broadridge position as of Q4 2018 after selling out during the quarter.
  • Zweig-DiMenna Associates sold 2,000 Broadridge shares in Q4 2018, an estimated $264K.
  • Zweig-DiMenna Associates first reported a position in Broadridge in Q1 2014 and held it in 5 quarters.
  • Zweig-DiMenna Associates's Broadridge position peaked at $589K in Q1 2015.
  • 709 funds tracked by Wall St. Rank held Broadridge as of Q4 2018.

Based on Zweig-DiMenna Associates's 13F filing for Q4 2018, filed 25 Jan 2019.