IFO
LILA icon

Independent Family Office’s Liberty Latin America Class A LILA Stock Holding History

Independent Family Office’s Portfolio LILA Stock Details LILA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-67,446
Closed -$378K – 69
2023
Q1 		$378K Hold
67,446
– – 0.22% 51
2022
Q4 		$348K Hold
67,446
– – 0.21% 55
2022
Q3 		$282K Buy
+67,446
New +$326K 0.14% 56

Other funds holding LILA

ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCI
S&CO Inc Boston, Massachusetts $1.61B AUM 21.39% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Independent Family Office's LILA Position: Q2 2023 in Review

Independent Family Office sold out of Liberty Latin America Class A (LILA) in Q2 2023, closing a stake of 67,446 shares — an estimated $378K sold.

Independent Family Office first reported a position in LILA in Q3 2022 and held it in 3 quarters. The position peaked at $378K in Q1 2023. 133 funds tracked by Wall St. Rank hold LILA as of Q2 2023.

  • Independent Family Office reported no remaining Liberty Latin America Class A position as of Q2 2023 after selling out during the quarter.
  • Independent Family Office sold 67,446 Liberty Latin America Class A shares in Q2 2023, an estimated $378K.
  • Independent Family Office first reported a position in Liberty Latin America Class A in Q3 2022 and held it in 3 quarters.
  • Independent Family Office's Liberty Latin America Class A position peaked at $378K in Q1 2023.
  • 133 funds tracked by Wall St. Rank held Liberty Latin America Class A as of Q2 2023.

Based on Independent Family Office's 13F filing for Q2 2023, filed 25 Jul 2023.