Jim Simons’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Jim Simons’s Portfolio LDUR Stock Details LDUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-74,300	Closed	-$7.03M	–	3733
2024 Q2	$7.03M	Sell	74,300 -5,605	-7%	-$529K	0.01%	1108
2024 Q1	$7.58M	Buy	79,905 +34,305	+75%	+$3.25M	0.01%	1152
2023 Q4	$4.32M	Buy	45,600 +2,900	+7%	+$272K	0.01%	1445
2023 Q3	$4M	Sell	42,700 -3,200	-7%	-$300K	0.01%	1430
2023 Q2	$4.3M	Sell	45,900 -38,800	-46%	-$3.66M	0.01%	1507
2023 Q1	$8.04M	Sell	84,700 -10,181	-11%	-$962K	0.01%	1200
2022 Q4	$8.94M	Buy	94,881 +91,681	+2,865%	+$8.62M	0.01%	1150
2022 Q3	$303K	Buy	+3,200	New	+$306K	﹤0.01%	3208
2021 Q4	–	Sell	-10,675	Closed	-$1.09M	–	4091
2021 Q3	$1.09M	Buy	+10,675	New	+$1.09M	﹤0.01%	2507

Other funds holding LDUR

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

TCM

TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OCFG

O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Jim Simons's LDUR Position: Q3 2024 in Review

Jim Simons sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q3 2024, closing a stake of 74,300 shares — an estimated $7.03M sold.

Jim Simons first reported a position in LDUR in Q3 2021 and held it in 9 quarters. The position peaked at $8.94M in Q4 2022. 149 funds tracked by Wall St. Rank hold LDUR as of Q3 2024.

Jim Simons reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
Jim Simons sold 74,300 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q3 2024, an estimated $7.03M.
Jim Simons first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2021 and held it in 9 quarters.
Jim Simons's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $8.94M in Q4 2022.
149 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q3 2024.

Based on Renaissance Technologies's 13F filing for Q3 2024, filed 13 Nov 2024.