Jackson Square Partners’s LPL Financial LPLA Stock Holding History

Jackson Square Partners’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-137,689	Closed	-$38.5M	–	81
2024 Q2	$38.5M	Sell	137,689 -56,277	-29%	-$15.3M	2.35%	21
2024 Q1	$51.2M	Buy	193,966 +34,378	+22%	+$8.68M	2.13%	25
2023 Q4	$36.3M	Sell	159,588 -174,794	-52%	-$39.3M	1.18%	32
2023 Q3	$79.5M	Sell	334,382 -23,102	-6%	-$5.36M	2.65%	17
2023 Q2	$77.7M	Sell	357,484 -32,336	-8%	-$6.48M	2.27%	21
2023 Q1	$78.9M	Sell	389,820 -152,611	-28%	-$34.9M	2.13%	22
2022 Q4	$117M	Sell	542,431 -89,425	-14%	-$20.9M	3.13%	16
2022 Q3	$138M	Sell	631,856 -46,122	-7%	-$9.81M	3.62%	9
2022 Q2	$125M	Buy	+677,978	New	+$129M	2.92%	12

Other funds holding LPLA

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

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

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Jackson Square Partners's LPLA Position: Q3 2024 in Review

Jackson Square Partners sold out of LPL Financial (LPLA) in Q3 2024, closing a stake of 137,689 shares — an estimated $38.5M sold.

Jackson Square Partners first reported a position in LPLA in Q2 2022 and held it in 9 quarters. The position peaked at $138M in Q3 2022. 642 funds tracked by Wall St. Rank hold LPLA as of Q3 2024.

Jackson Square Partners reported no remaining LPL Financial position as of Q3 2024 after selling out during the quarter.
Jackson Square Partners sold 137,689 LPL Financial shares in Q3 2024, an estimated $38.5M.
Jackson Square Partners first reported a position in LPL Financial in Q2 2022 and held it in 9 quarters.
Jackson Square Partners's LPL Financial position peaked at $138M in Q3 2022.
642 funds tracked by Wall St. Rank held LPL Financial as of Q3 2024.

Based on Jackson Square Partners's 13F filing for Q3 2024, filed 13 Nov 2024.