EFG
LGF.A

Everhart Financial Group’s Lions Gate Entertainment Corp. Class A Voting Shares LGF.A Stock Holding History

Everhart Financial Group’s Portfolio LGF.A Stock Details LGF.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,890
Closed -$103K – 332
2024
Q2 		$103K Sell
10,890
-4,926
-31% -$47.6K 0.03% 290
2024
Q1 		$157K Buy
15,816
+1,259
+9% +$12.4K 0.05% 270
2023
Q4 		$159K Buy
+14,557
New +$132K 0.06% 237

Other funds holding LGF.A

MFM
MHR Fund Management New York $1.37B AUM 68.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return

Everhart Financial Group's LGF.A Position: Q3 2024 in Review

Everhart Financial Group sold out of Lions Gate Entertainment Corp. Class A Voting Shares (LGF.A) in Q3 2024, closing a stake of 10,890 shares — an estimated $103K sold.

Everhart Financial Group first reported a position in LGF.A in Q4 2023 and held it in 3 quarters. The position peaked at $159K in Q4 2023. 161 funds tracked by Wall St. Rank hold LGF.A as of Q3 2024.

  • Everhart Financial Group reported no remaining Lions Gate Entertainment Corp. Class A Voting Shares position as of Q3 2024 after selling out during the quarter.
  • Everhart Financial Group sold 10,890 Lions Gate Entertainment Corp. Class A Voting Shares shares in Q3 2024, an estimated $103K.
  • Everhart Financial Group first reported a position in Lions Gate Entertainment Corp. Class A Voting Shares in Q4 2023 and held it in 3 quarters.
  • Everhart Financial Group's Lions Gate Entertainment Corp. Class A Voting Shares position peaked at $159K in Q4 2023.
  • 161 funds tracked by Wall St. Rank held Lions Gate Entertainment Corp. Class A Voting Shares as of Q3 2024.

Based on Everhart Financial Group's 13F filing for Q3 2024, filed 4 Nov 2024.