GAM
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Gotham Asset Management’s LPL Financial LPLA Stock Holding History

Gotham Asset Management’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
2021
Q3 		– Sell
-1,925
Closed -$260K – 1079
2021
Q2 		$260K Buy
1,925
+27
+1% +$3.93K 0.01% 882
2021
Q1 		$270K Buy
+1,898
New +$242K 0.01% 876
2019
Q3 		– Sell
-6,862
Closed -$560K – 1168
2019
Q2 		$560K Buy
6,862
+2,704
+65% +$214K 0.01% 769
2019
Q1 		$290K Buy
+4,158
New +$300K ﹤0.01% 1003
2017
Q1 		– Sell
-6,274
Closed -$221K – 1055
2016
Q4 		$221K Sell
6,274
-3,238
-34% -$113K ﹤0.01% 878
2016
Q3 		$285K Sell
9,512
-3,816
-29% -$103K ﹤0.01% 796
2016
Q2 		$300K Buy
13,328
+483
+4% +$12.1K ﹤0.01% 810
2016
Q1 		$319K Buy
+12,845
New +$347K ﹤0.01% 830

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Wellington Management Group
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SC
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Wells Fargo
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return