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Hanlon Investment Management’s FlexShares Credit-Scored US Long Corporate Bond Index Fund LKOR Stock Holding History

Hanlon Investment Management’s Portfolio LKOR Stock Details LKOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-8,961
Closed -$364K – 126
2022
Q3 		$364K Buy
8,961
+1,784
+25% +$80K 0.14% 78
2022
Q2 		$322K Buy
7,177
+3,289
+85% +$154K 0.08% 96
2022
Q1 		$203K Buy
+3,888
New +$210K 0.04% 111

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hanlon Investment Management's LKOR Position: Q4 2022 in Review

Hanlon Investment Management sold out of FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) in Q4 2022, closing a stake of 8,961 shares — an estimated $364K sold.

Hanlon Investment Management first reported a position in LKOR in Q1 2022 and held it in 3 quarters. The position peaked at $364K in Q3 2022. 15 funds tracked by Wall St. Rank hold LKOR as of Q4 2022.

  • Hanlon Investment Management reported no remaining FlexShares Credit-Scored US Long Corporate Bond Index Fund position as of Q4 2022 after selling out during the quarter.
  • Hanlon Investment Management sold 8,961 FlexShares Credit-Scored US Long Corporate Bond Index Fund shares in Q4 2022, an estimated $364K.
  • Hanlon Investment Management first reported a position in FlexShares Credit-Scored US Long Corporate Bond Index Fund in Q1 2022 and held it in 3 quarters.
  • Hanlon Investment Management's FlexShares Credit-Scored US Long Corporate Bond Index Fund position peaked at $364K in Q3 2022.
  • 15 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Long Corporate Bond Index Fund as of Q4 2022.

Based on Hanlon Investment Management's 13F filing for Q4 2022, filed 25 Jan 2023.