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Convergence Investment Partners’s LPL Financial LPLA Stock Holding History

Convergence Investment Partners’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,256
Closed -$272K – 219
2022
Q4 		$272K Sell
1,256
-63
-5% -$14.7K 0.16% 142
2022
Q3 		$288K Buy
+1,319
New +$281K 0.19% 119
2017
Q2 		– Sell
-41,029
Closed -$1.63M – 373
2017
Q1 		$1.63M Buy
+41,029
New +$1.61M 0.23% 165
2016
Q2 		– Sell
-52,381
Closed -$1.3M – 349
2016
Q1 		$1.3M Buy
52,381
+28,336
+118% +$765K 0.15% 219
2015
Q4 		$1.03M Sell
24,045
-16,240
-40% -$692K 0.12% 253
2015
Q3 		$1.6M Buy
+40,285
New +$1.73M 0.18% 178
2013
Q3 		– Sell
-24,055
Closed -$908K – 339
2013
Q2 		$908K Buy
+24,055
New +$860K 0.24% 139

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
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WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return