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Broadridge Financial Solutions shares owned by Sugarloaf Wealth Management

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

Historical chart of Sugarloaf Wealth Management investment in Broadridge Financial Solutions

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Broadridge Financial Solutions by Sugarloaf Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.4M 17k 204.86
2023-12-31 $3.2M 16k 205.75
2023-09-30 $2.7M 15k 179.05
2023-06-30 $2.9M 18k 165.63
2023-03-31 $2.5M 17k 146.57
2022-12-31 $2.2M 17k 134.13
2022-09-30 $2.3M 16k 144.47
2022-06-30 $2.2M 15k 142.56
2022-03-31 $2.2M 14k 157.29
2021-12-31 $2.2M 12k 182.84
2021-09-30 $1.9M 11k 166.62
2021-06-30 $1.7M 11k 161.71
2021-03-31 $1.6M 10k 153.14
2020-12-31 $1.6M 11k 153.19
2020-09-30 $1.4M 10k 132.44
2020-06-30 $1.3M 10k 126.19
2020-03-31 $943k 9.9k 94.87
2019-12-31 $621k 5.0k 123.58