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Broadridge Financial Solutions shares owned by Wellesley Investment Partners

Quarter-by-quarter ownership of Broadridge Financial Solutions (BR) shares owned by Wellesley Investment Partners from 13F filings

Historical chart of Wellesley Investment Partners investment in Broadridge Financial Solutions

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All positions including Broadridge Financial Solutions held by Wellesley Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadridge Financial Solutions by Wellesley Investment Partners

Quarter filed Position value Share count Share price at filing
2020-09-30 $689k 5.2k 131.97
2020-06-30 $770k 6.1k 126.06
2020-03-31 $676k 7.1k 94.80
2019-12-31 $991k 8.0k 123.47
2019-09-30 $877k 7.1k 124.38
2019-06-30 $876k 6.9k 127.60
2019-03-31 $1.0M 9.8k 103.63
2018-12-31 $1.1M 11k 96.24
2018-09-30 $1.4M 11k 131.89
2018-06-30 $1.3M 12k 115.10
2018-03-31 $1.3M 12k 109.65
2017-12-31 $1.1M 12k 90.52
2017-09-30 $950k 12k 80.78
2017-06-30 $949k 13k 75.55
2017-03-31 $827k 12k 67.92
2016-12-31 $756k 11k 66.26
2016-09-30 $753k 11k 67.72
2016-06-30 $776k 12k 65.12
2016-03-31 $678k 11k 59.34
2015-12-31 $550k 10k 53.73

More positions owned by Wellesley Investment Partners

iShares S&P 500 ETF Core S&p500 Etf (IVV)
iShares 7-10 Year Treasury Bond ETF Barclays 7 10 Yr (IEF)
Vanguard Developed Markets ETF Ftse Dev Mkt Etf (VEA)
iShares U.S. Aggregate Bond ETF Core Us Aggbd Et (AGG)
Vanguard Short-Term Bond ETF Short Trm Bond (BSV)
Ishares 1-3 Year Treasry 1 3 Yr Treas Bd (SHY)
Schwab US Dividend Equity ETF Us Dividend Eq (SCHD)
Vanguard Emerging Markets ETF Ftse Emr Mkt Etf (VWO)
iShares Gold Trust ETF Ishares
iShares S&P Mid Cap ETF Core S&p Mcp Etf (IJH)
Powershs Nasdaq-100 ETF Unit Ser 1 (QQQ)
Vanguard Total Stock Mkt ETF Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Unit (SPY)
Vanguard Dividend Appreciation ETF Div App Etf (VIG)
Apple (AAPL)

View all positions for Wellesley Investment Partners

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
Parnassus Investments

View all funds holding Broadridge Financial Solutions