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Dorsey Wright & Associates’s Limbach Holdings LMB Stock Holding History

Dorsey Wright & Associates’s Portfolio LMB Stock Details LMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,933
Closed -$61.3K – 218
2023
Q3 		$61.3K Sell
1,933
-67
-3% -$2.03K 0.02% 137
2023
Q2 		$49.5K Buy
2,000
+201
+11% +$4.04K 0.01% 141
2023
Q1 		$31.1K Buy
+1,799
New +$24.4K 0.01% 153
2021
Q1 		– Sell
-1,098
Closed -$14K – 329
2020
Q4 		$14K Buy
+1,098
New +$11.8K ﹤0.01% 246

Other funds holding LMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dorsey Wright & Associates's LMB Position: Q4 2023 in Review

Dorsey Wright & Associates sold out of Limbach Holdings (LMB) in Q4 2023, closing a stake of 1,933 shares — an estimated $61.3K sold.

Dorsey Wright & Associates first reported a position in LMB in Q4 2020 and held it in 4 quarters. The position peaked at $61.3K in Q3 2023. 121 funds tracked by Wall St. Rank hold LMB as of Q4 2023.

  • Dorsey Wright & Associates reported no remaining Limbach Holdings position as of Q4 2023 after selling out during the quarter.
  • Dorsey Wright & Associates sold 1,933 Limbach Holdings shares in Q4 2023, an estimated $61.3K.
  • Dorsey Wright & Associates first reported a position in Limbach Holdings in Q4 2020 and held it in 4 quarters.
  • Dorsey Wright & Associates's Limbach Holdings position peaked at $61.3K in Q3 2023.
  • 121 funds tracked by Wall St. Rank held Limbach Holdings as of Q4 2023.

Based on Dorsey Wright & Associates's 13F filing for Q4 2023, filed 13 Feb 2024.