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
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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 |
|---|---|---|---|
| 2024-09-30 | $3.7M | 17k | 215.03 |
| 2024-06-30 | $3.3M | 17k | 197.00 |
| 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 |
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