Bollard Group’s Stride LRN Stock Holding History

Bollard Group’s Portfolio LRN Stock Details LRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-162	Closed	-$6K	–	556
2023 Q2	$6K	Buy	+162	New	+$6.48K	﹤0.01%	369

Other funds holding LRN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bollard Group's LRN Position: Q3 2023 in Review

Bollard Group sold out of Stride (LRN) in Q3 2023, closing a stake of 162 shares — an estimated $6K sold.

Bollard Group first reported a position in LRN in Q2 2023 and held it in 1 quarter. The position peaked at $6K in Q2 2023. 251 funds tracked by Wall St. Rank hold LRN as of Q3 2023.

Bollard Group reported no remaining Stride position as of Q3 2023 after selling out during the quarter.
Bollard Group sold 162 Stride shares in Q3 2023, an estimated $6K.
Bollard Group first reported a position in Stride in Q2 2023 and held it in 1 quarter.
Bollard Group's Stride position peaked at $6K in Q2 2023.
251 funds tracked by Wall St. Rank held Stride as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.