Concourse Financial Group Securities’s Stride LRN Stock Holding History

Concourse Financial Group Securities’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
2025 Q1	–	Sell	-3,719	Closed	-$437K	–	1223
2024 Q4	$437K	Sell	3,719 -14	-0.4%	-$1.33K	0.02%	513
2024 Q3	$318K	Buy	3,733 +1,190	+47%	+$92K	0.02%	581
2024 Q2	$179K	Buy	2,543 +44	+2%	+$2.93K	0.01%	720
2024 Q1	$158K	Buy	2,499 +2,106	+536%	+$127K	0.01%	763
2023 Q4	$23.3K	Buy	+393	New	+$21.5K	﹤0.01%	1444
2023 Q2	–	Sell	-77	Closed	-$3.08K	–	2414
2023 Q1	$3.02K	Sell	77 -248	-76%	-$9.73K	﹤0.01%	1983
2022 Q4	$10.2K	Sell	325 -2,851	-90%	-$105K	﹤0.01%	1646
2022 Q3	$133K	Buy	+3,176	New	+$128K	0.01%	643

Other funds holding LRN

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Concourse Financial Group Securities's LRN Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Stride (LRN) in Q1 2025, closing a stake of 3,719 shares — an estimated $437K sold.

Concourse Financial Group Securities first reported a position in LRN in Q3 2022 and held it in 8 quarters. The position peaked at $437K in Q4 2024. 472 funds tracked by Wall St. Rank hold LRN as of Q1 2025.

Concourse Financial Group Securities reported no remaining Stride position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 3,719 Stride shares in Q1 2025, an estimated $437K.
Concourse Financial Group Securities first reported a position in Stride in Q3 2022 and held it in 8 quarters.
Concourse Financial Group Securities's Stride position peaked at $437K in Q4 2024.
472 funds tracked by Wall St. Rank held Stride as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.