Claris Advisors’s Lifestance Health LFST Stock Holding History

Claris Advisors’s Portfolio LFST Stock Details LFST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-9	Closed	-$63	–	659
2024 Q3	$63	Buy	+9	New	+$54	﹤0.01%	1178

Other funds holding LFST

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Claris Advisors's LFST Position: Q4 2024 in Review

Claris Advisors sold out of Lifestance Health (LFST) in Q4 2024, closing a stake of 9 shares — an estimated $63 sold.

Claris Advisors first reported a position in LFST in Q3 2024 and held it in 1 quarter. The position peaked at $63 in Q3 2024. 153 funds tracked by Wall St. Rank hold LFST as of Q4 2024.

Claris Advisors reported no remaining Lifestance Health position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 9 Lifestance Health shares in Q4 2024, an estimated $63.
Claris Advisors first reported a position in Lifestance Health in Q3 2024 and held it in 1 quarter.
Claris Advisors's Lifestance Health position peaked at $63 in Q3 2024.
153 funds tracked by Wall St. Rank held Lifestance Health as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.