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DC Investments Management’s loanDepot LDI Stock Holding History

DC Investments Management’s Portfolio LDI Stock Details LDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-298,310
Closed -$379K – 99
2025
Q2 		$379K Hold
298,310
– – 0.16% 93
2025
Q1 		$355K Hold
298,310
– – 0.18% 99
2024
Q4 		$609K Hold
298,310
– – 0.4% 52
2024
Q3 		$814K Hold
298,310
– – 0.57% 45
2024
Q2 		$492K Buy
298,310
+82,350
+38% +$176K 0.41% 52
2024
Q1 		$559K Buy
+215,960
New +$580K 0.45% 54

Other funds holding LDI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
WA
Wilshire Advisors Santa Monica, California $9.96M AUM 76.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $1.63B AUM 12.69% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DC Investments Management's LDI Position: Q3 2025 in Review

DC Investments Management sold out of loanDepot (LDI) in Q3 2025, closing a stake of 298,310 shares — an estimated $379K sold.

DC Investments Management first reported a position in LDI in Q1 2024 and held it in 6 quarters. The position peaked at $814K in Q3 2024. 124 funds tracked by Wall St. Rank hold LDI as of Q3 2025.

  • DC Investments Management reported no remaining loanDepot position as of Q3 2025 after selling out during the quarter.
  • DC Investments Management sold 298,310 loanDepot shares in Q3 2025, an estimated $379K.
  • DC Investments Management first reported a position in loanDepot in Q1 2024 and held it in 6 quarters.
  • DC Investments Management's loanDepot position peaked at $814K in Q3 2024.
  • 124 funds tracked by Wall St. Rank held loanDepot as of Q3 2025.

Based on DC Investments Management's 13F filing for Q3 2025, filed 10 Nov 2025.