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Hennessy Advisors Inc’s LG Display LPL Stock Holding History

Hennessy Advisors Inc’s Portfolio LPL Stock Details LPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-13,412
Closed -$75K – 282
2022
Q2 		$75K Sell
13,412
-623
-4% -$4.22K ﹤0.01% 283
2022
Q1 		$116K Buy
+14,035
New +$119K 0.01% 291
2021
Q4 		– Sell
-15,739
Closed -$125K – 287
2021
Q3 		$125K Buy
15,739
+3,232
+26% +$29.8K 0.01% 264
2021
Q2 		$134K Buy
12,507
+254
+2% +$2.71K 0.01% 267
2021
Q1 		$122K Buy
+12,253
New +$122K 0.01% 265

Other funds holding LPL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
FTDI
First Trust Direct Indexing Boston, Massachusetts $1.87B AUM 43.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hennessy Advisors Inc's LPL Position: Q3 2022 in Review

Hennessy Advisors Inc sold out of LG Display (LPL) in Q3 2022, closing a stake of 13,412 shares — an estimated $75K sold.

Hennessy Advisors Inc first reported a position in LPL in Q1 2021 and held it in 5 quarters. The position peaked at $134K in Q2 2021. 79 funds tracked by Wall St. Rank hold LPL as of Q3 2022.

  • Hennessy Advisors Inc reported no remaining LG Display position as of Q3 2022 after selling out during the quarter.
  • Hennessy Advisors Inc sold 13,412 LG Display shares in Q3 2022, an estimated $75K.
  • Hennessy Advisors Inc first reported a position in LG Display in Q1 2021 and held it in 5 quarters.
  • Hennessy Advisors Inc's LG Display position peaked at $134K in Q2 2021.
  • 79 funds tracked by Wall St. Rank held LG Display as of Q3 2022.

Based on Hennessy Advisors Inc's 13F filing for Q3 2022, filed 8 Nov 2022.