Clearstead Advisors’s Logility Supply Chain Solutions, Inc. Common Stock LGTY Stock Holding History

Clearstead Advisors’s Portfolio LGTY Stock Details LGTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,033	Closed	-$11.4K	–	2325
2024 Q4	$11.4K	Buy	1,033 +389	+60%	+$4.24K	﹤0.01%	1540
2024 Q3	$7.21K	Hold	644	–	–	﹤0.01%	1647
2024 Q2	$5.88K	Buy	+644	New	+$6.57K	﹤0.01%	1661
2024 Q1	–	Sell	-2,550	Closed	-$28.8K	–	1642
2023 Q4	$28.8K	Sell	2,550 -2,550	-50%	-$27.4K	﹤0.01%	877
2023 Q3	$58.4K	Buy	5,100 +2,550	+100%	+$28.3K	﹤0.01%	856
2023 Q2	$26.8K	Buy	+2,550	New	+$30.7K	﹤0.01%	849
2021 Q3	–	Sell	-87	Closed	-$2K	–	1413
2021 Q2	$2K	Buy	+87	New	+$1.83K	﹤0.01%	1102

Other funds holding LGTY

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCM

Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $718M AUM 91.16% 1-Year Est. Return

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

CIC

Crawford Investment Counsel Atlanta, Georgia $5.85B AUM 12.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clearstead Advisors's LGTY Position: Q1 2025 in Review

Clearstead Advisors sold out of Logility Supply Chain Solutions, Inc. Common Stock (LGTY) in Q1 2025, closing a stake of 1,033 shares — an estimated $11.4K sold.

Clearstead Advisors first reported a position in LGTY in Q2 2021 and held it in 7 quarters. The position peaked at $58.4K in Q3 2023. 138 funds tracked by Wall St. Rank hold LGTY as of Q1 2025.

Clearstead Advisors reported no remaining Logility Supply Chain Solutions, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
Clearstead Advisors sold 1,033 Logility Supply Chain Solutions, Inc. Common Stock shares in Q1 2025, an estimated $11.4K.
Clearstead Advisors first reported a position in Logility Supply Chain Solutions, Inc. Common Stock in Q2 2021 and held it in 7 quarters.
Clearstead Advisors's Logility Supply Chain Solutions, Inc. Common Stock position peaked at $58.4K in Q3 2023.
138 funds tracked by Wall St. Rank held Logility Supply Chain Solutions, Inc. Common Stock as of Q1 2025.

Based on Clearstead Advisors's 13F filing for Q1 2025, filed 13 May 2025.