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Advisory Research’s Lifestance Health LFST Stock Holding History

Advisory Research’s Portfolio LFST Stock Details LFST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-124,188
Closed -$1.13M – 459
2023
Q2 		$1.13M Sell
124,188
-58,600
-32% -$487K 0.15% 186
2023
Q1 		$1.36M Buy
+182,788
New +$1.01M 0.22% 112

Other funds holding LFST

TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisory Research's LFST Position: Q3 2023 in Review

Advisory Research sold out of Lifestance Health (LFST) in Q3 2023, closing a stake of 124,188 shares — an estimated $1.13M sold.

Advisory Research first reported a position in LFST in Q1 2023 and held it in 2 quarters. The position peaked at $1.36M in Q1 2023. 119 funds tracked by Wall St. Rank hold LFST as of Q3 2023.

  • Advisory Research reported no remaining Lifestance Health position as of Q3 2023 after selling out during the quarter.
  • Advisory Research sold 124,188 Lifestance Health shares in Q3 2023, an estimated $1.13M.
  • Advisory Research first reported a position in Lifestance Health in Q1 2023 and held it in 2 quarters.
  • Advisory Research's Lifestance Health position peaked at $1.36M in Q1 2023.
  • 119 funds tracked by Wall St. Rank held Lifestance Health as of Q3 2023.

Based on Advisory Research's 13F filing for Q3 2023, filed 13 Nov 2023.