EARNEST Partners’s LPL Financial LPLA Stock Holding History

EARNEST Partners’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-29	Closed	-$6.89K	–	742
2023 Q3	$6.89K	Hold	29	–	–	﹤0.01%	717
2023 Q2	$6.3K	Hold	29	–	–	﹤0.01%	742
2023 Q1	$5.87K	Hold	29	–	–	﹤0.01%	746
2022 Q4	$6.27K	Hold	29	–	–	﹤0.01%	729
2022 Q3	$6K	Hold	29	–	–	﹤0.01%	718
2022 Q2	$5K	Hold	29	–	–	﹤0.01%	801
2022 Q1	$5K	Hold	29	–	–	﹤0.01%	844
2021 Q4	$5K	Hold	29	–	–	﹤0.01%	858
2021 Q3	$5K	Hold	29	–	–	﹤0.01%	851
2021 Q2	$4K	Hold	29	–	–	﹤0.01%	923
2021 Q1	$4K	Hold	29	–	–	﹤0.01%	911
2020 Q4	$3K	Hold	29	–	–	﹤0.01%	946
2020 Q3	$2K	Hold	29	–	–	﹤0.01%	968
2020 Q2	$2K	Hold	29	–	–	﹤0.01%	942
2020 Q1	$2K	Hold	29	–	–	﹤0.01%	899
2019 Q4	$3K	Hold	29	–	–	﹤0.01%	934
2019 Q3	$2K	Hold	29	–	–	﹤0.01%	990
2019 Q2	$2K	Hold	29	–	–	﹤0.01%	1004
2019 Q1	$2K	Hold	29	–	–	﹤0.01%	1012
2018 Q4	$2K	Hold	29	–	–	﹤0.01%	975
2018 Q3	$2K	Hold	29	–	–	﹤0.01%	1026
2018 Q2	$2K	Hold	29	–	–	﹤0.01%	1031
2018 Q1	$2K	Hold	29	–	–	﹤0.01%	1001
2017 Q4	$2K	Buy	+29	New	+$1.53K	﹤0.01%	998
2017 Q1	–	Sell	-29	Closed	-$1K	–	615
2016 Q4	$1K	Buy	+29	New	+$1.01K	﹤0.01%	1046

Other funds holding LPLA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

EARNEST Partners's LPLA Position: Q4 2023 in Review

EARNEST Partners sold out of LPL Financial (LPLA) in Q4 2023, closing a stake of 29 shares — an estimated $6.89K sold.

EARNEST Partners first reported a position in LPLA in Q4 2016 and held it in 25 quarters. The position peaked at $6.89K in Q3 2023. 620 funds tracked by Wall St. Rank hold LPLA as of Q4 2023.

EARNEST Partners reported no remaining LPL Financial position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 29 LPL Financial shares in Q4 2023, an estimated $6.89K.
EARNEST Partners first reported a position in LPL Financial in Q4 2016 and held it in 25 quarters.
EARNEST Partners's LPL Financial position peaked at $6.89K in Q3 2023.
620 funds tracked by Wall St. Rank held LPL Financial as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.