Brandywine Global Investment Management’s loanDepot LDI Stock Holding History

Brandywine Global Investment Management’s Portfolio LDI Stock Details LDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-20,983	Closed	-$42.8K	–	599
2024 Q4	$42.8K	Sell	20,983 -2,223,015	-99%	-$4.96M	﹤0.01%	556
2024 Q3	$6.13M	Sell	2,243,998 -733,763	-25%	-$1.73M	0.04%	361
2024 Q2	$4.91M	Sell	2,977,761 -150,782	-5%	-$322K	0.04%	397
2024 Q1	$8.1M	Buy	3,128,543 +54,315	+2%	+$146K	0.06%	309
2023 Q4	$10.8M	Sell	3,074,228 -457,659	-13%	-$860K	0.09%	236
2023 Q3	$6.07M	Sell	3,531,887 -9,081	-0.3%	-$18.5K	0.05%	331
2023 Q2	$7.51M	Buy	3,540,968 +97,499	+3%	+$179K	0.06%	293
2023 Q1	$5.54M	Buy	3,443,469 +41,790	+1%	+$87.5K	0.04%	359
2022 Q4	$5.61M	Sell	3,401,679 -110,359	-3%	-$169K	0.04%	350
2022 Q3	$4.64M	Buy	3,512,038 +1,379,885	+65%	+$2.26M	0.04%	348
2022 Q2	$3.07M	Buy	+2,132,153	New	+$5.75M	0.03%	456

Other funds holding LDI

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

PCM

Philosophy Capital Management Alamo, California $2.12B AUM 39.96% 1-Year Est. Return

KAM

Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 1-Year Est. Return

PFMOSF

Philadelphia Financial Management of San Francisco San Francisco, California $496M AUM 39.04% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Brandywine Global Investment Management's LDI Position: Q1 2025 in Review

Brandywine Global Investment Management sold out of loanDepot (LDI) in Q1 2025, closing a stake of 20,983 shares — an estimated $42.8K sold.

Brandywine Global Investment Management first reported a position in LDI in Q2 2022 and held it in 11 quarters. The position peaked at $10.8M in Q4 2023. 78 funds tracked by Wall St. Rank hold LDI as of Q1 2025.

Brandywine Global Investment Management reported no remaining loanDepot position as of Q1 2025 after selling out during the quarter.
Brandywine Global Investment Management sold 20,983 loanDepot shares in Q1 2025, an estimated $42.8K.
Brandywine Global Investment Management first reported a position in loanDepot in Q2 2022 and held it in 11 quarters.
Brandywine Global Investment Management's loanDepot position peaked at $10.8M in Q4 2023.
78 funds tracked by Wall St. Rank held loanDepot as of Q1 2025.

Based on Brandywine Global Investment Management's 13F filing for Q1 2025, filed 13 May 2025.