Creative Planning
LGTY

Creative Planning’s Logility Supply Chain Solutions, Inc. Common Stock LGTY Stock Holding History

Creative Planning’s Portfolio LGTY Stock Details LGTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-416
Closed -$4.61K – 3771
2024
Q4 		$4.61K Buy
+416
New +$4.53K ﹤0.01% 3414
2017
Q3 		– Sell
-1,963
Closed -$20K – 3810
2017
Q2 		$20K Buy
1,963
+15
+0.8% +$163 ﹤0.01% 3192
2017
Q1 		$20K Sell
1,948
-1,075
-36% -$11.1K ﹤0.01% 3142
2016
Q4 		$31K Buy
3,023
+26
+0.9% +$278 ﹤0.01% 2772
2016
Q3 		$33K Sell
2,997
-225
-7% -$2.45K ﹤0.01% 2678
2016
Q2 		$34K Buy
3,222
+275
+9% +$2.59K ﹤0.01% 2413
2016
Q1 		$27K Buy
2,947
+26
+0.9% +$241 ﹤0.01% 2551
2015
Q4 		$30K Buy
2,921
+21
+0.7% +$215 ﹤0.01% 2544
2015
Q3 		$27K Buy
+2,900
New +$26.9K ﹤0.01% 2502
2015
Q2 		– Sell
-2,750
Closed -$28K – 3120
2015
Q1 		$28K Hold
2,750
– – ﹤0.01% 2455
2014
Q4 		$25K Hold
2,750
– – ﹤0.01% 2507
2014
Q3 		$24K Hold
2,750
– – ﹤0.01% 2428
2014
Q2 		$27K Buy
2,750
+656
+31% +$6.33K ﹤0.01% 2309
2014
Q1 		$21K Buy
+2,094
New +$21.3K ﹤0.01% 2346
2013
Q3 		– Sell
-2,094
Closed -$18K – 3379
2013
Q2 		$18K Buy
+2,094
New +$17.4K ﹤0.01% 2001

Other funds holding LGTY

GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $718M AUM 91.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIC
Crawford Investment Counsel Atlanta, Georgia $5.85B AUM 12.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning's LGTY Position: Q1 2025 in Review

Creative Planning sold out of Logility Supply Chain Solutions, Inc. Common Stock (LGTY) in Q1 2025, closing a stake of 416 shares — an estimated $4.61K sold.

Creative Planning first reported a position in LGTY in Q2 2013 and held it in 15 quarters. The position peaked at $34K in Q2 2016. 138 funds tracked by Wall St. Rank hold LGTY as of Q1 2025.

  • Creative Planning reported no remaining Logility Supply Chain Solutions, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 416 Logility Supply Chain Solutions, Inc. Common Stock shares in Q1 2025, an estimated $4.61K.
  • Creative Planning first reported a position in Logility Supply Chain Solutions, Inc. Common Stock in Q2 2013 and held it in 15 quarters.
  • Creative Planning's Logility Supply Chain Solutions, Inc. Common Stock position peaked at $34K in Q2 2016.
  • 138 funds tracked by Wall St. Rank held Logility Supply Chain Solutions, Inc. Common Stock as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.