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Jeppson Wealth Management’s Liberty Global Class A LBTYA Stock Holding History

Jeppson Wealth Management’s Portfolio LBTYA Stock Details LBTYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,017
Closed -$21K – 302
2020
Q3 		$21K Buy
+1,017
New +$22.8K 0.02% 331

Other funds holding LBTYA

Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
NCMU
NAYA Capital Management (UK) London, United Kingdom $2.08B AUM 63.16% 1-Year Est. Return

Jeppson Wealth Management's LBTYA Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Liberty Global Class A (LBTYA) in Q4 2020, closing a stake of 1,017 shares — an estimated $21K sold.

Jeppson Wealth Management first reported a position in LBTYA in Q3 2020 and held it in 1 quarter. The position peaked at $21K in Q3 2020. 253 funds tracked by Wall St. Rank hold LBTYA as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Liberty Global Class A position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 1,017 Liberty Global Class A shares in Q4 2020, an estimated $21K.
  • Jeppson Wealth Management first reported a position in Liberty Global Class A in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Liberty Global Class A position peaked at $21K in Q3 2020.
  • 253 funds tracked by Wall St. Rank held Liberty Global Class A as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.