Creative Planning’s Lifecore Biomedical LFCR Stock Holding History

Creative Planning’s Portfolio LFCR Stock Details LFCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-14,000	Closed	-$69K	–	3644
2024 Q3	$69K	Buy	+14,000	New	+$73.1K	﹤0.01%	3062
2015 Q2	–	Sell	-100	Closed	-$1K	–	2150
2015 Q1	$1K	Hold	100	–	–	﹤0.01%	4042
2014 Q4	$1K	Sell	100 -400	-80%	-$5.17K	﹤0.01%	3982
2014 Q3	$6K	Buy	+500	New	+$6.24K	﹤0.01%	3202

Other funds holding LFCR

Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return

LPAM

Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return

22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return

GRIM

Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return

325 Capital New York $274M AUM 49.96% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Creative Planning's LFCR Position: Q4 2024 in Review

Creative Planning sold out of Lifecore Biomedical (LFCR) in Q4 2024, closing a stake of 14,000 shares — an estimated $69K sold.

Creative Planning first reported a position in LFCR in Q3 2014 and held it in 4 quarters. The position peaked at $69K in Q3 2024. 77 funds tracked by Wall St. Rank hold LFCR as of Q4 2024.

Creative Planning reported no remaining Lifecore Biomedical position as of Q4 2024 after selling out during the quarter.
Creative Planning sold 14,000 Lifecore Biomedical shares in Q4 2024, an estimated $69K.
Creative Planning first reported a position in Lifecore Biomedical in Q3 2014 and held it in 4 quarters.
Creative Planning's Lifecore Biomedical position peaked at $69K in Q3 2024.
77 funds tracked by Wall St. Rank held Lifecore Biomedical as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.