Howe & Rusling’s Lifestance Health LFST Stock Holding History

Howe & Rusling’s Portfolio LFST Stock Details LFST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-317	Closed	-$2K	–	711
2022 Q3	$2K	Buy	317 +113	+55%	+$788	﹤0.01%	881
2022 Q2	$1K	Buy	+204	New	+$1.56K	﹤0.01%	967

Other funds holding LFST

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

RSCM

Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Howe & Rusling's LFST Position: Q4 2022 in Review

Howe & Rusling sold out of Lifestance Health (LFST) in Q4 2022, closing a stake of 317 shares — an estimated $2K sold.

Howe & Rusling first reported a position in LFST in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 84 funds tracked by Wall St. Rank hold LFST as of Q4 2022.

Howe & Rusling reported no remaining Lifestance Health position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 317 Lifestance Health shares in Q4 2022, an estimated $2K.
Howe & Rusling first reported a position in Lifestance Health in Q2 2022 and held it in 2 quarters.
Howe & Rusling's Lifestance Health position peaked at $2K in Q3 2022.
84 funds tracked by Wall St. Rank held Lifestance Health as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.