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AJO LP’s LPL Financial LPLA Stock Holding History

AJO LP’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-31,213
Closed -$1.7M – 760
2020
Q1 		$1.7M Buy
+31,213
New +$2.52M 0.02% 359
2019
Q3 		– Sell
-18,737
Closed -$1.53M – 655
2019
Q2 		$1.53M Sell
18,737
-1,235,520
-99% -$97.8M 0.01% 434
2019
Q1 		$87.4M Buy
1,254,257
+1,114,099
+795% +$80.3M 0.45% 69
2018
Q4 		$8.56M Sell
140,158
-331,748
-70% -$20.2M 0.05% 246
2018
Q3 		$30.4M Sell
471,906
-567,778
-55% -$37.6M 0.14% 155
2018
Q2 		$68.1M Sell
1,039,684
-280,237
-21% -$18.4M 0.31% 100
2018
Q1 		$80.6M Sell
1,319,921
-155,745
-11% -$9.65M 0.37% 88
2017
Q4 		$84.3M Buy
1,475,666
+711,606
+93% +$37.4M 0.36% 88
2017
Q3 		$39.4M Buy
764,060
+653,033
+588% +$30M 0.17% 149
2017
Q2 		$4.71M Buy
111,027
+40,457
+57% +$1.64M 0.02% 313
2017
Q1 		$2.81M Buy
+70,570
New +$2.77M 0.01% 332

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return