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Balasa Dinverno & Foltz’s Louisiana-Pacific LPX Stock Holding History

Balasa Dinverno & Foltz’s Portfolio LPX Stock Details LPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$479K Sell
9,360
-8,636
-48% -$491K 0.03% 207
2022
Q2 		$943K Sell
17,996
-9,604
-35% -$616K 0.06% 134
2022
Q1 		$1.72M Buy
27,600
+11,005
+66% +$759K 0.12% 81
2021
Q4 		$1.3M Buy
16,595
+11,189
+207% +$767K 0.08% 105
2021
Q3 		$332K Buy
+5,406
New +$319K 0.02% 241

Other funds holding LPX

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Balasa Dinverno & Foltz's LPX Position: Q3 2022 in Review

Balasa Dinverno & Foltz reduced its Louisiana-Pacific (LPX) stake by 48% in Q3 2022, selling an estimated $491K and leaving 9,360 shares worth $479K. The position accounts for 0.03% of the portfolio, ranked #207.

Balasa Dinverno & Foltz first reported a position in LPX in Q3 2021 and has held it in 5 quarters since. The position peaked at $1.72M in Q1 2022. 378 funds tracked by Wall St. Rank hold LPX as of Q3 2022.

  • Balasa Dinverno & Foltz held 9,360 shares of Louisiana-Pacific worth $479K as of Q3 2022.
  • Balasa Dinverno & Foltz sold 8,636 Louisiana-Pacific shares in Q3 2022, an estimated $491K.
  • Louisiana-Pacific made up 0.03% of Balasa Dinverno & Foltz's portfolio in Q3 2022, its #207 holding.
  • Balasa Dinverno & Foltz first reported a position in Louisiana-Pacific in Q3 2021 and has held it in 5 quarters since.
  • Balasa Dinverno & Foltz's Louisiana-Pacific position peaked at $1.72M in Q1 2022.
  • 378 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q3 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q3 2022, filed 25 Oct 2022.