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Claris Advisors’s Stride LRN Stock Holding History

Claris Advisors’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
2024
Q4 		– Sell
-3
Closed -$256 – 682
2024
Q3 		$256 Buy
+3
New +$232 ﹤0.01% 882

Other funds holding LRN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Claris Advisors's LRN Position: Q4 2024 in Review

Claris Advisors sold out of Stride (LRN) in Q4 2024, closing a stake of 3 shares — an estimated $256 sold.

Claris Advisors first reported a position in LRN in Q3 2024 and held it in 1 quarter. The position peaked at $256 in Q3 2024. 410 funds tracked by Wall St. Rank hold LRN as of Q4 2024.

  • Claris Advisors reported no remaining Stride position as of Q4 2024 after selling out during the quarter.
  • Claris Advisors sold 3 Stride shares in Q4 2024, an estimated $256.
  • Claris Advisors first reported a position in Stride in Q3 2024 and held it in 1 quarter.
  • Claris Advisors's Stride position peaked at $256 in Q3 2024.
  • 410 funds tracked by Wall St. Rank held Stride as of Q4 2024.

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