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Cramer Rosenthal McGlynn’s LPL Financial LPLA Stock Holding History

Cramer Rosenthal McGlynn’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
2024
Q1 		– Sell
-60,654
Closed -$13.8M – 110
2023
Q4 		$13.8M Sell
60,654
-24,355
-29% -$5.47M 0.75% 54
2023
Q3 		$20.2M Sell
85,009
-4,362
-5% -$1.01M 1.13% 36
2023
Q2 		$19.4M Sell
89,371
-8,816
-9% -$1.77M 0.97% 43
2023
Q1 		$19.9M Sell
98,187
-28,608
-23% -$6.54M 0.9% 45
2022
Q4 		$27.4M Sell
126,795
-68,435
-35% -$16M 1.21% 33
2022
Q3 		$42.7M Sell
195,230
-19,272
-9% -$4.1M 2.05% 9
2022
Q2 		$39.6M Sell
214,502
-1,684
-0.8% -$320K 1.82% 15
2022
Q1 		$39.5M Sell
216,186
-9,520
-4% -$1.66M 1.54% 22
2021
Q4 		$36.1M Buy
225,706
+56,937
+34% +$9.4M 1.16% 34
2021
Q3 		$26.5M Buy
+168,769
New +$24.2M 0.9% 43

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return