Jacobi Capital Management’s Stride LRN Stock Holding History

Jacobi Capital 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
2021 Q3	–	Sell	-1,170	Closed	-$38K	–	1474
2021 Q2	$38K	Hold	1,170	–	–	0.01%	694
2021 Q1	$35K	Buy	+1,170	New	+$30.4K	0.01%	663

Other funds holding LRN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

OAM

Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jacobi Capital Management's LRN Position: Q3 2021 in Review

Jacobi Capital Management sold out of Stride (LRN) in Q3 2021, closing a stake of 1,170 shares — an estimated $38K sold.

Jacobi Capital Management first reported a position in LRN in Q1 2021 and held it in 2 quarters. The position peaked at $38K in Q2 2021. 173 funds tracked by Wall St. Rank hold LRN as of Q3 2021.

Jacobi Capital Management reported no remaining Stride position as of Q3 2021 after selling out during the quarter.
Jacobi Capital Management sold 1,170 Stride shares in Q3 2021, an estimated $38K.
Jacobi Capital Management first reported a position in Stride in Q1 2021 and held it in 2 quarters.
Jacobi Capital Management's Stride position peaked at $38K in Q2 2021.
173 funds tracked by Wall St. Rank held Stride as of Q3 2021.

Based on Jacobi Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.