EIP
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Ellis Investment Partners’s LG Display LPL Stock Holding History

Ellis Investment Partners’s Portfolio LPL Stock Details LPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-150
Closed – – 502
2022
Q3 		$0 Hold
150
– – ﹤0.01% 816
2022
Q2 		$0 Hold
150
– – ﹤0.01% 811
2022
Q1 		$1K Buy
+150
New +$1.27K ﹤0.01% 786

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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FTDI
First Trust Direct Indexing Boston, Massachusetts $1.87B AUM 43.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Ellis Investment Partners's LPL Position: Q4 2022 in Review

Ellis Investment Partners sold out of LG Display (LPL) in Q4 2022, closing a stake of 150 shares.

Ellis Investment Partners first reported a position in LPL in Q1 2022 and held it in 3 quarters. The position peaked at $1K in Q1 2022. 80 funds tracked by Wall St. Rank hold LPL as of Q4 2022.

  • Ellis Investment Partners reported no remaining LG Display position as of Q4 2022 after selling out during the quarter.
  • Ellis Investment Partners sold 150 LG Display shares in Q4 2022.
  • Ellis Investment Partners first reported a position in LG Display in Q1 2022 and held it in 3 quarters.
  • Ellis Investment Partners's LG Display position peaked at $1K in Q1 2022.
  • 80 funds tracked by Wall St. Rank held LG Display as of Q4 2022.

Based on Ellis Investment Partners's 13F filing for Q4 2022, filed 31 Jan 2023.