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Broadridge Financial Solutions shares owned by Occidental Asset Management

Quarter-by-quarter ownership of Broadridge Financial Solutions (BR) shares owned by Occidental Asset Management from 13F filings

Historical chart of Occidental Asset Management investment in Broadridge Financial Solutions

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All positions including Broadridge Financial Solutions held by Occidental Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadridge Financial Solutions by Occidental Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.3M 16k 204.86
2023-12-31 $3.2M 15k 205.75
2023-09-30 $2.7M 15k 179.05
2023-06-30 $2.5M 15k 165.63
2023-03-31 $2.1M 14k 146.57
2022-12-31 $1.8M 14k 134.13
2022-09-30 $1.9M 13k 144.29
2022-06-30 $1.8M 13k 142.58
2022-03-31 $1.9M 12k 155.73
2021-12-31 $2.2M 12k 182.81
2021-09-30 $1.9M 12k 166.64
2021-06-30 $1.8M 11k 161.55
2021-03-31 $1.7M 11k 153.09
2020-12-31 $1.5M 9.6k 153.18
2020-09-30 $1.2M 9.3k 131.98
2020-06-30 $1.2M 9.6k 126.14
2020-03-31 $892k 9.4k 94.80
2019-12-31 $1.0M 8.5k 123.57
2019-09-30 $1.0M 8.2k 124.37
2019-06-30 $1.0M 8.0k 127.70
2019-03-31 $850k 8.2k 103.70
2018-12-31 $742k 7.7k 96.29
2018-09-30 $974k 7.4k 132.01
2018-06-30 $813k 7.1k 115.11
2018-03-31 $618k 6.8k 90.51
2017-12-31 $618k 6.8k 90.51
2017-09-30 $548k 6.8k 80.89
2017-06-30 $501k 6.6k 75.49
2017-03-31 $429k 6.3k 67.94
2016-12-31 $351k 5.3k 66.25
2016-09-30 $273k 4.0k 67.81
2016-06-30 $251k 3.9k 65.09
2016-03-31 $216k 3.6k 59.21
2015-09-30 $202k 3.6k 55.37
2015-03-31 $201k 3.6k 55.10

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View all positions for Occidental Asset Management

Top funds holding Broadridge Financial Solutions

Vanguard Group
T. Rowe Price Associates
Henderson Group
Jensen Investment Management
Barclays
Stifel Financial
Mitsubishi UFJ Asset Management
Wells Fargo & Company
Bahl & Gaynor
Legal & General Group
Franklin Resources
Bank of New York Mellon
Dimensional Fund Advisors
Fayez Sarofim & Co
Ubs Global Asset Management Americas

View all funds holding Broadridge Financial Solutions