Ownership history in Suncoast Equity Management Β· 21 quarters on record
This page tracks every 13F SEC filing in which Suncoast Equity Management reported a position in BROADRIDGE FINL (BR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Suncoast Equity Management underperformed the S&P 500 by β2.7% annually on this BR position. Timing score: 70% (14/20 decisions correct). Average cost basis: $162.21. Maximum drawdown during holding period: β25.3%.
β οΈ Trailed SPY by 2.7% ann. on this position.
11 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
14 of 20 add/trim decisions correct
Best entry: $126.90 (2022 Q4) Β· Worst: $239.74 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
19 adds Β· 2 trims. Bought during 6 of 7 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.62% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size