GQG Partners’s LPL Financial LPLA Stock Holding History

GQG Partners’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 Q1	–	Sell	-793,926	Closed	-$172M	–	87
2022 Q4	$172M	Buy	+793,926	New	+$186M	0.46%	35

Other funds holding LPLA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

GQG Partners's LPLA Position: Q1 2023 in Review

GQG Partners sold out of LPL Financial (LPLA) in Q1 2023, closing a stake of 793,926 shares — an estimated $172M sold.

GQG Partners first reported a position in LPLA in Q4 2022 and held it in 1 quarter. The position peaked at $172M in Q4 2022. 614 funds tracked by Wall St. Rank hold LPLA as of Q1 2023.

GQG Partners reported no remaining LPL Financial position as of Q1 2023 after selling out during the quarter.
GQG Partners sold 793,926 LPL Financial shares in Q1 2023, an estimated $172M.
GQG Partners first reported a position in LPL Financial in Q4 2022 and held it in 1 quarter.
GQG Partners's LPL Financial position peaked at $172M in Q4 2022.
614 funds tracked by Wall St. Rank held LPL Financial as of Q1 2023.

Based on GQG Partners's 13F filing for Q1 2023, filed 12 May 2023.