Echo Street Capital Management’s LPL Financial LPLA Stock Holding History

Echo Street Capital Management’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 Q3	–	Sell	-1,047	Closed	-$228K	–	531
2023 Q2	$228K	Buy	+1,047	New	+$210K	﹤0.01%	423
2023 Q1	–	Sell	-2,720	Closed	-$588K	–	556
2022 Q4	$588K	Buy	+2,720	New	+$636K	0.01%	249
2022 Q1	–	Sell	-6,032	Closed	-$966K	–	689
2021 Q4	$966K	Buy	+6,032	New	+$996K	0.01%	259
2021 Q3	–	Sell	-4,062	Closed	-$548K	–	695
2021 Q2	$548K	Buy	4,062 +584	+17%	+$84.9K	﹤0.01%	340
2021 Q1	$494K	Buy	3,478 +154	+5%	+$19.6K	﹤0.01%	299
2020 Q4	$346K	Buy	+3,324	New	+$299K	﹤0.01%	301
2020 Q3	–	Sell	-20,780	Closed	-$1.63M	–	264
2020 Q2	$1.63M	Buy	+20,780	New	+$1.39M	0.02%	206

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, United Kingdom $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

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

Echo Street Capital Management's LPLA Position: Q3 2023 in Review

Echo Street Capital Management sold out of LPL Financial (LPLA) in Q3 2023, closing a stake of 1,047 shares — an estimated $228K sold.

Echo Street Capital Management first reported a position in LPLA in Q2 2020 and held it in 7 quarters. The position peaked at $1.63M in Q2 2020. 598 funds tracked by Wall St. Rank hold LPLA as of Q3 2023.

Echo Street Capital Management reported no remaining LPL Financial position as of Q3 2023 after selling out during the quarter.
Echo Street Capital Management sold 1,047 LPL Financial shares in Q3 2023, an estimated $228K.
Echo Street Capital Management first reported a position in LPL Financial in Q2 2020 and held it in 7 quarters.
Echo Street Capital Management's LPL Financial position peaked at $1.63M in Q2 2020.
598 funds tracked by Wall St. Rank held LPL Financial as of Q3 2023.

Based on Echo Street Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.