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FourThought Financial’s loanDepot LDI Stock Holding History

FourThought Financial’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
2021
Q4 		– Sell
-306
Closed -$2K – 1533
2021
Q3 		$2K Hold
306
– – ﹤0.01% 1369
2021
Q2 		$3K Buy
306
+206
+206% +$3.36K ﹤0.01% 1311
2021
Q1 		$1K Buy
+100
New +$2.13K ﹤0.01% 1420

Other funds holding LDI

OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return

FourThought Financial's LDI Position: Q4 2021 in Review

FourThought Financial sold out of loanDepot (LDI) in Q4 2021, closing a stake of 306 shares — an estimated $2K sold.

FourThought Financial first reported a position in LDI in Q1 2021 and held it in 3 quarters. The position peaked at $3K in Q2 2021. 50 funds tracked by Wall St. Rank hold LDI as of Q4 2021.

  • FourThought Financial reported no remaining loanDepot position as of Q4 2021 after selling out during the quarter.
  • FourThought Financial sold 306 loanDepot shares in Q4 2021, an estimated $2K.
  • FourThought Financial first reported a position in loanDepot in Q1 2021 and held it in 3 quarters.
  • FourThought Financial's loanDepot position peaked at $3K in Q2 2021.
  • 50 funds tracked by Wall St. Rank held loanDepot as of Q4 2021.

Based on FourThought Financial's 13F filing for Q4 2021, filed 14 Jan 2022.