EP Wealth Advisors’s LSB Industries LXU Stock Holding History

EP Wealth Advisors’s Portfolio LXU Stock Details LXU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-15,727	Closed	-$104K	–	1451
2025 Q1	$104K	Buy	15,727 +4,702	+43%	+$36.7K	﹤0.01%	1242
2024 Q4	$83.7K	Buy	+11,025	New	+$94.7K	﹤0.01%	1214

Other funds holding LXU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Robotti Robert $641M AUM 66.01% 1-Year Est. Return

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

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

EP Wealth Advisors's LXU Position: Q2 2025 in Review

EP Wealth Advisors sold out of LSB Industries (LXU) in Q2 2025, closing a stake of 15,727 shares — an estimated $104K sold.

EP Wealth Advisors first reported a position in LXU in Q4 2024 and held it in 2 quarters. The position peaked at $104K in Q1 2025. 126 funds tracked by Wall St. Rank hold LXU as of Q2 2025.

EP Wealth Advisors reported no remaining LSB Industries position as of Q2 2025 after selling out during the quarter.
EP Wealth Advisors sold 15,727 LSB Industries shares in Q2 2025, an estimated $104K.
EP Wealth Advisors first reported a position in LSB Industries in Q4 2024 and held it in 2 quarters.
EP Wealth Advisors's LSB Industries position peaked at $104K in Q1 2025.
126 funds tracked by Wall St. Rank held LSB Industries as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.