Congress Asset Management’s Grand Canyon Education LOPE Stock Holding History

Congress Asset Management’s Portfolio LOPE Stock Details LOPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,799	Closed	-$295K	–	396
2024 Q4	$295K	Buy	+1,799	New	+$276K	﹤0.01%	362
2019 Q1	–	Sell	-18,550	Closed	-$1.78M	–	364
2018 Q4	$1.78M	Sell	18,550 -6,800	-27%	-$790K	0.03%	280
2018 Q3	$2.86M	Sell	25,350 -4,500	-15%	-$525K	0.04%	250
2018 Q2	$3.33M	Sell	29,850 -6,698	-18%	-$735K	0.05%	222
2018 Q1	$3.83M	Sell	36,548 -1,125	-3%	-$109K	0.05%	207
2017 Q4	$3.37M	Buy	37,673 +7,975	+27%	+$722K	0.05%	211
2017 Q3	$2.7M	Buy	+29,698	New	+$2.38M	0.04%	231

Other funds holding LOPE

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

Dimensional Fund Advisors

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

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return