Number of Shares
102,414.00
Current Holdings Value*
$24.83 Mil
% of Portfolio
2.48%
Total Estimate Gain
$16.05 Mil
% of Total Estimate Gain
155.74%

WENDELL DAVID ASSOCIATES INC's Broadridge Financial Solutions Inc Holding Summary

As of 2025-03-31, WENDELL DAVID ASSOCIATES INC held 102,414.00 shares of Broadridge Financial Solutions Inc(BR), totaling $24.83 Mil. This investment constitutes 2.48% of their stock portfolio, and WENDELL DAVID ASSOCIATES INC now holds 0.09% of the outstanding Broadridge Financial Solutions Inc(BR) stock.

The initial trade took place in 2013Q4. And since then WENDELL DAVID ASSOCIATES INC has made 25 purchases of BR, at an average price of $80.81, for a total of 127,500.00 shares. In addition, there have been 9 sales at an average price of $90.29 for 25,086.00 shares. Based on historical transaction data and BR's current price of $235.18, WENDELL DAVID ASSOCIATES INC's estimated gain on his BR holdings is $16.05 Mil, reflecting a 155.74% gain to date.

WENDELL DAVID ASSOCIATES INC BR ($235.18) Holding Chart

WENDELL DAVID ASSOCIATES INC BR ($235.18) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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