EVR Research’s loanDepot LDI Stock Holding History

EVR Research’s Portfolio LDI Stock Details LDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-150,000	Closed	-$528K	–	35
2023 Q4	$528K	Buy	+150,000	New	+$282K	0.12%	32

Other funds holding LDI

Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return

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

KAM

Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PCM

Prelude Capital Management New York $1.37B AUM 71.68% 1-Year Est. Return

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

EVR Research's LDI Position: Q1 2024 in Review

EVR Research sold out of loanDepot (LDI) in Q1 2024, closing a stake of 150,000 shares — an estimated $528K sold.

EVR Research first reported a position in LDI in Q4 2023 and held it in 1 quarter. The position peaked at $528K in Q4 2023. 71 funds tracked by Wall St. Rank hold LDI as of Q1 2024.

EVR Research reported no remaining loanDepot position as of Q1 2024 after selling out during the quarter.
EVR Research sold 150,000 loanDepot shares in Q1 2024, an estimated $528K.
EVR Research first reported a position in loanDepot in Q4 2023 and held it in 1 quarter.
EVR Research's loanDepot position peaked at $528K in Q4 2023.
71 funds tracked by Wall St. Rank held loanDepot as of Q1 2024.

Based on EVR Research's 13F filing for Q1 2024, filed 15 May 2024.