Broadridge Financial Solutions shares owned by Montag & Caldwell
Quarter-by-quarter ownership of Broadridge Financial Solutions (BR) shares owned by Montag & Caldwell
from 13F filings
Historical chart of Montag & Caldwell investment in Broadridge Financial Solutions
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Quarterly reported holdings in Broadridge Financial Solutions by Montag & Caldwell
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.0M | 5.0k | 204.86 |
| 2023-12-31 | $1.0M | 5.0k | 205.75 |
| 2023-09-30 | $901k | 5.0k | 179.05 |
| 2023-06-30 | $1.1M | 6.9k | 165.63 |
| 2023-03-31 | $1.0M | 6.9k | 146.57 |
| 2022-12-31 | $938k | 7.0k | 134.13 |
| 2022-09-30 | $980k | 6.8k | 144.31 |
| 2022-06-30 | $933k | 6.5k | 142.57 |
| 2022-03-31 | $1.2M | 6.4k | 182.75 |
| 2021-12-31 | $1.2M | 6.4k | 182.75 |
| 2021-09-30 | $1.0M | 6.0k | 166.64 |
| 2021-06-30 | $939k | 5.8k | 161.56 |
| 2021-03-31 | $859k | 5.6k | 153.17 |
| 2020-12-31 | $859k | 5.6k | 153.17 |
| 2020-09-30 | $740k | 5.6k | 131.95 |
| 2020-06-30 | $708k | 5.6k | 126.25 |
| 2020-03-31 | $532k | 5.6k | 94.86 |
| 2019-12-31 | $415k | 3.4k | 123.40 |
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