HighTower Advisors
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HighTower Advisors’s loanDepot LDI Stock Holding History

HighTower Advisors’s Portfolio LDI Stock Details LDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,822
Closed -$37K – 3838
2023
Q4 		$37K Hold
10,822
– – ﹤0.01% 3343
2023
Q3 		$19K Sell
10,822
-208
-2% -$424 ﹤0.01% 3331
2023
Q2 		$23K Hold
11,030
– – ﹤0.01% 3242
2023
Q1 		$18K Hold
11,030
– – ﹤0.01% 3156
2022
Q4 		$19K Hold
11,030
– – ﹤0.01% 3135
2022
Q3 		$15K Sell
11,030
-1,862
-14% -$3.06K ﹤0.01% 2992
2022
Q2 		$19K Sell
12,892
-894
-6% -$2.41K ﹤0.01% 3002
2022
Q1 		$58K Buy
13,786
+2,764
+25% +$12K ﹤0.01% 3059
2021
Q4 		$53K Buy
11,022
+2
+0% +$12 ﹤0.01% 3017
2021
Q3 		$75K Sell
11,020
-100
-0.9% -$933 ﹤0.01% 2883
2021
Q2 		$143K Buy
11,120
+700
+7% +$11.4K ﹤0.01% 2735
2021
Q1 		$207K Buy
+10,420
New +$222K ﹤0.01% 2582

Other funds holding LDI

CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

HighTower Advisors's LDI Position: Q1 2024 in Review

HighTower Advisors sold out of loanDepot (LDI) in Q1 2024, closing a stake of 10,822 shares — an estimated $37K sold.

HighTower Advisors first reported a position in LDI in Q1 2021 and held it in 12 quarters. The position peaked at $207K in Q1 2021. 71 funds tracked by Wall St. Rank hold LDI as of Q1 2024.

  • HighTower Advisors reported no remaining loanDepot position as of Q1 2024 after selling out during the quarter.
  • HighTower Advisors sold 10,822 loanDepot shares in Q1 2024, an estimated $37K.
  • HighTower Advisors first reported a position in loanDepot in Q1 2021 and held it in 12 quarters.
  • HighTower Advisors's loanDepot position peaked at $207K in Q1 2021.
  • 71 funds tracked by Wall St. Rank held loanDepot as of Q1 2024.

Based on HighTower Advisors's 13F filing for Q1 2024, filed 6 May 2024.