IFP Advisors’s Logility Supply Chain Solutions, Inc. Common Stock LGTY Stock Holding History

IFP Advisors’s Portfolio LGTY Stock Details LGTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Hold	0	–	–	–	3580
2024 Q4	–	Hold	0	–	–	–	3685
2023 Q1	–	Sell	-31	Closed	-$1K	–	4509
2022 Q4	$1K	Sell	31 -1	-3%	-$15	﹤0.01%	4533
2022 Q3	$1K	Hold	32	–	–	﹤0.01%	4722
2022 Q2	$1K	Hold	32	–	–	﹤0.01%	4489
2022 Q1	$1K	Buy	+32	New	+$708	﹤0.01%	4487
2019 Q4	–	Sell	-230	Closed	-$3.62K	–	3163
2019 Q3	$3K	Buy	+230	New	+$3.23K	﹤0.01%	2594
2019 Q1	–	Sell	-230	Closed	-$2K	–	3537
2018 Q4	$2K	Hold	230	–	–	﹤0.01%	3213
2018 Q3	$3K	Hold	230	–	–	﹤0.01%	3461
2018 Q2	$3K	Hold	230	–	–	﹤0.01%	3517
2018 Q1	$3K	Hold	230	–	–	﹤0.01%	3422
2017 Q4	$3K	Hold	230	–	–	﹤0.01%	3472
2017 Q3	$3K	Hold	230	–	–	﹤0.01%	3659
2017 Q2	$2K	Hold	230	–	–	﹤0.01%	3784
2017 Q1	$2K	Hold	230	–	–	﹤0.01%	3710
2016 Q4	$2K	Hold	230	–	–	﹤0.01%	3690
2016 Q3	$3K	Sell	230 -77	-25%	-$837	﹤0.01%	3491
2016 Q2	$3K	Buy	+307	New	+$2.89K	﹤0.01%	3386
2016 Q1	–	Sell	-77	Closed	-$1K	–	3519
2015 Q4	$1K	Buy	+77	New	+$789	﹤0.01%	3592

Other funds holding LGTY

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 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

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

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

BCM

Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $718M AUM 91.16% 1-Year Est. Return

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

CIC

Crawford Investment Counsel Atlanta, Georgia $5.85B AUM 12.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IFP Advisors's LGTY Position: Q1 2025 in Review

IFP Advisors held its Logility Supply Chain Solutions, Inc. Common Stock (LGTY) position steady in Q1 2025 at 0 shares worth $285. The position accounts for ﹤0.01% of the portfolio, ranked #3580.

IFP Advisors first reported a position in LGTY in Q4 2015 and has held it in 17 quarters since. The position peaked at $3K in Q3 2019. 138 funds tracked by Wall St. Rank hold LGTY as of Q1 2025.

IFP Advisors held 0 shares of Logility Supply Chain Solutions, Inc. Common Stock worth $285 as of Q1 2025.
IFP Advisors left its Logility Supply Chain Solutions, Inc. Common Stock share count unchanged in Q1 2025.
Logility Supply Chain Solutions, Inc. Common Stock made up ﹤0.01% of IFP Advisors's portfolio in Q1 2025, its #3580 holding.
IFP Advisors first reported a position in Logility Supply Chain Solutions, Inc. Common Stock in Q4 2015 and has held it in 17 quarters since.
IFP Advisors's Logility Supply Chain Solutions, Inc. Common Stock position peaked at $3K in Q3 2019.
138 funds tracked by Wall St. Rank held Logility Supply Chain Solutions, Inc. Common Stock as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.