FMAEN1
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Fund Management at Engine No 1’s LPL Financial LPLA Stock Holding History

Fund Management at Engine No 1’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,090
Closed -$259K – 242
2023
Q3 		$259K Buy
1,090
+79
+8% +$18.3K 0.04% 364
2023
Q2 		$220K Buy
+1,011
New +$202K 0.04% 396

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Fund Management at Engine No 1's LPLA Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of LPL Financial (LPLA) in Q4 2023, closing a stake of 1,090 shares — an estimated $259K sold.

Fund Management at Engine No 1 first reported a position in LPLA in Q2 2023 and held it in 2 quarters. The position peaked at $259K in Q3 2023. 617 funds tracked by Wall St. Rank hold LPLA as of Q4 2023.

  • Fund Management at Engine No 1 reported no remaining LPL Financial position as of Q4 2023 after selling out during the quarter.
  • Fund Management at Engine No 1 sold 1,090 LPL Financial shares in Q4 2023, an estimated $259K.
  • Fund Management at Engine No 1 first reported a position in LPL Financial in Q2 2023 and held it in 2 quarters.
  • Fund Management at Engine No 1's LPL Financial position peaked at $259K in Q3 2023.
  • 617 funds tracked by Wall St. Rank held LPL Financial as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.