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IQ EQ Fund Management’s Stride LRN Stock Holding History

IQ EQ Fund Management’s Portfolio LRN Stock Details LRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,331
Closed -$465K – 299
2023
Q3 		$465K Sell
10,331
-2,391
-19% -$97.2K 0.1% 172
2023
Q2 		$474K Sell
12,722
-909
-7% -$36.4K 0.09% 174
2023
Q1 		$535K Sell
13,631
-1,205
-8% -$47.3K 0.1% 149
2022
Q4 		$464K Hold
14,836
– – 0.1% 151
2022
Q3 		$624K Buy
14,836
+110
+0.7% +$4.43K 0.14% 137
2022
Q2 		$601K Buy
14,726
+763
+5% +$28.3K 0.12% 146
2022
Q1 		$507K Buy
13,963
+3,056
+28% +$101K 0.08% 161
2021
Q4 		$364K Buy
10,907
+307
+3% +$10.6K 0.06% 182
2021
Q3 		$381K Sell
10,600
-18,437
-63% -$605K 0.06% 211
2021
Q2 		$933K Buy
29,037
+9,346
+47% +$279K 0.14% 160
2021
Q1 		$593K Buy
19,691
+9,165
+87% +$238K 0.1% 172
2020
Q4 		$223K Buy
+10,526
New +$261K 0.05% 220

Other funds holding LRN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IQ EQ Fund Management's LRN Position: Q4 2023 in Review

IQ EQ Fund Management sold out of Stride (LRN) in Q4 2023, closing a stake of 10,331 shares — an estimated $465K sold.

IQ EQ Fund Management first reported a position in LRN in Q4 2020 and held it in 12 quarters. The position peaked at $933K in Q2 2021. 295 funds tracked by Wall St. Rank hold LRN as of Q4 2023.

  • IQ EQ Fund Management reported no remaining Stride position as of Q4 2023 after selling out during the quarter.
  • IQ EQ Fund Management sold 10,331 Stride shares in Q4 2023, an estimated $465K.
  • IQ EQ Fund Management first reported a position in Stride in Q4 2020 and held it in 12 quarters.
  • IQ EQ Fund Management's Stride position peaked at $933K in Q2 2021.
  • 295 funds tracked by Wall St. Rank held Stride as of Q4 2023.

Based on IQ EQ Fund Management's 13F filing for Q4 2023, filed 9 Feb 2024.