BSW
LBRDK

Buckingham Strategic Wealth’s Liberty Broadband Class C LBRDK Stock Holding History

Buckingham Strategic Wealth’s Portfolio LBRDK Stock Details LBRDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,343
Closed -$214K – 734
2023
Q3 		$214K Buy
+2,343
New +$209K ﹤0.01% 617
2022
Q3 		– Sell
-2,323
Closed -$269K – 628
2022
Q2 		$269K Buy
2,323
+27
+1% +$3.29K 0.01% 489
2022
Q1 		$311K Sell
2,296
-239
-9% -$34.8K 0.01% 462
2021
Q4 		$408K Sell
2,535
-1,410
-36% -$232K 0.01% 406
2021
Q3 		$681K Buy
3,945
+9
+0.2% +$1.62K 0.01% 304
2021
Q2 		$684K Buy
3,936
+58
+1% +$9.33K 0.02% 299
2021
Q1 		$582K Buy
+3,878
New +$587K 0.03% 301
2020
Q4 		– Sell
-16,432
Closed -$2.35M – 559
2020
Q3 		$2.35M Buy
+16,432
New +$2.26M 0.18% 99
2020
Q2 		– Sell
-14,542
Closed -$1.61M – 446
2020
Q1 		$1.61M Buy
+14,542
New +$1.81M 0.16% 110

Other funds holding LBRDK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Buckingham Strategic Wealth's LBRDK Position: Q4 2023 in Review

Buckingham Strategic Wealth sold out of Liberty Broadband Class C (LBRDK) in Q4 2023, closing a stake of 2,343 shares — an estimated $214K sold.

Buckingham Strategic Wealth first reported a position in LBRDK in Q1 2020 and held it in 9 quarters. The position peaked at $2.35M in Q3 2020. 476 funds tracked by Wall St. Rank hold LBRDK as of Q4 2023.

  • Buckingham Strategic Wealth reported no remaining Liberty Broadband Class C position as of Q4 2023 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 2,343 Liberty Broadband Class C shares in Q4 2023, an estimated $214K.
  • Buckingham Strategic Wealth first reported a position in Liberty Broadband Class C in Q1 2020 and held it in 9 quarters.
  • Buckingham Strategic Wealth's Liberty Broadband Class C position peaked at $2.35M in Q3 2020.
  • 476 funds tracked by Wall St. Rank held Liberty Broadband Class C as of Q4 2023.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.