Creative Planning’s Lannett Company, Inc. LCI Stock Holding History

Creative Planning’s Portfolio LCI Stock Details LCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-17,750	Closed	-$37K	–	2821
2022 Q4	$37K	Buy	17,750 +5,250	+42%	+$11.3K	﹤0.01%	2265
2022 Q3	$23K	Hold	12,500	–	–	﹤0.01%	2175
2022 Q2	$29K	Buy	12,500 +2,500	+25%	+$6.22K	﹤0.01%	2103
2022 Q1	$32K	Buy	10,000 +2,500	+33%	+$11K	﹤0.01%	2102
2021 Q4	$49K	Buy	7,500 +5,000	+200%	+$42.8K	﹤0.01%	2000
2021 Q3	$30K	Buy	+2,500	New	+$40.4K	﹤0.01%	2032
2017 Q3	–	Sell	-740	Closed	-$60K	–	3975
2017 Q2	$60K	Buy	740 +13	+2%	+$1.13K	﹤0.01%	2383
2017 Q1	$65K	Sell	727 -229	-24%	-$19.6K	﹤0.01%	2280
2016 Q4	$84K	Sell	956 -4,182	-81%	-$386K	﹤0.01%	1993
2016 Q3	$546K	Buy	5,138 +1,353	+36%	+$165K	﹤0.01%	844
2016 Q2	$360K	Sell	3,785 -465	-11%	-$39.8K	﹤0.01%	938
2016 Q1	$305K	Buy	4,250 +632	+17%	+$66.9K	﹤0.01%	990
2015 Q4	$581K	Buy	3,618 +705	+24%	+$116K	﹤0.01%	692
2015 Q3	$484K	Buy	+2,913	New	+$640K	﹤0.01%	755
2015 Q2	–	Sell	-2,494	Closed	-$675K	–	3267
2015 Q1	$675K	Buy	2,494 +1,467	+143%	+$333K	0.01%	613
2014 Q4	$176K	Buy	1,027 +823	+403%	+$153K	﹤0.01%	1223
2014 Q3	$37K	Buy	204 +121	+146%	+$19.4K	﹤0.01%	2138
2014 Q2	$16K	Hold	83	–	–	﹤0.01%	2637
2014 Q1	$12K	Buy	+83	New	+$12.9K	﹤0.01%	2683

Other funds holding LCI

Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

SCA

STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.36B AUM 23.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Creative Planning's LCI Position: Q1 2023 in Review

Creative Planning sold out of Lannett Company, Inc. (LCI) in Q1 2023, closing a stake of 17,750 shares — an estimated $37K sold.

Creative Planning first reported a position in LCI in Q1 2014 and held it in 19 quarters. The position peaked at $675K in Q1 2015. 42 funds tracked by Wall St. Rank hold LCI as of Q1 2023.

Creative Planning reported no remaining Lannett Company, Inc. position as of Q1 2023 after selling out during the quarter.
Creative Planning sold 17,750 Lannett Company, Inc. shares in Q1 2023, an estimated $37K.
Creative Planning first reported a position in Lannett Company, Inc. in Q1 2014 and held it in 19 quarters.
Creative Planning's Lannett Company, Inc. position peaked at $675K in Q1 2015.
42 funds tracked by Wall St. Rank held Lannett Company, Inc. as of Q1 2023.

Based on Creative Planning's 13F filing for Q1 2023, filed 15 May 2023.