Clear Creek Financial Management’s loanDepot LDI Stock Holding History

Clear Creek Financial 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
2023 Q4	–	Sell	-25,971	Closed	-$44.7K	–	358
2023 Q3	$44.7K	Sell	25,971 -12,548	-33%	-$25.6K	0.01%	321
2023 Q2	$81.7K	Sell	38,519 -14,600	-27%	-$26.8K	0.01%	324
2023 Q1	$85.5K	Sell	53,119 -1,303	-2%	-$2.73K	0.02%	300
2022 Q4	$89.8K	Buy	54,422 +9,182	+20%	+$14K	0.02%	291
2022 Q3	$60K	Buy	45,240 +22,410	+98%	+$36.8K	0.01%	279
2022 Q2	$33K	Buy	+22,830	New	+$61.6K	0.01%	303

Other funds holding LDI

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

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

KAM

Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PCM

Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Clear Creek Financial Management's LDI Position: Q4 2023 in Review

Clear Creek Financial Management sold out of loanDepot (LDI) in Q4 2023, closing a stake of 25,971 shares — an estimated $44.7K sold.

Clear Creek Financial Management first reported a position in LDI in Q2 2022 and held it in 6 quarters. The position peaked at $89.8K in Q4 2022. 63 funds tracked by Wall St. Rank hold LDI as of Q4 2023.

Clear Creek Financial Management reported no remaining loanDepot position as of Q4 2023 after selling out during the quarter.
Clear Creek Financial Management sold 25,971 loanDepot shares in Q4 2023, an estimated $44.7K.
Clear Creek Financial Management first reported a position in loanDepot in Q2 2022 and held it in 6 quarters.
Clear Creek Financial Management's loanDepot position peaked at $89.8K in Q4 2022.
63 funds tracked by Wall St. Rank held loanDepot as of Q4 2023.

Based on Clear Creek Financial Management's 13F filing for Q4 2023, filed 24 Jan 2024.