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Concurrent Investment Advisors’s Stride LRN Stock Holding History

Concurrent Investment 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
Q1 		– Sell
-5,742
Closed -$341K – 965
2023
Q4 		$341K Buy
+5,742
New +$314K 0.02% 614

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Concurrent Investment Advisors's LRN Position: Q1 2024 in Review

Concurrent Investment Advisors sold out of Stride (LRN) in Q1 2024, closing a stake of 5,742 shares — an estimated $341K sold.

Concurrent Investment Advisors first reported a position in LRN in Q4 2023 and held it in 1 quarter. The position peaked at $341K in Q4 2023. 309 funds tracked by Wall St. Rank hold LRN as of Q1 2024.

  • Concurrent Investment Advisors reported no remaining Stride position as of Q1 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 5,742 Stride shares in Q1 2024, an estimated $341K.
  • Concurrent Investment Advisors first reported a position in Stride in Q4 2023 and held it in 1 quarter.
  • Concurrent Investment Advisors's Stride position peaked at $341K in Q4 2023.
  • 309 funds tracked by Wall St. Rank held Stride as of Q1 2024.

Based on Concurrent Investment Advisors's 13F filing for Q1 2024, filed 7 May 2024.