Joel Greenblatt’s LPL Financial LPLA Stock Holding History

Joel Greenblatt’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
2021 Q3	–	Sell	-1,925	Closed	-$260K	–	1079
2021 Q2	$260K	Buy	1,925 +27	+1%	+$3.93K	0.01%	882
2021 Q1	$270K	Buy	+1,898	New	+$242K	0.01%	876
2019 Q3	–	Sell	-6,862	Closed	-$560K	–	1168
2019 Q2	$560K	Buy	6,862 +2,704	+65%	+$214K	0.01%	769
2019 Q1	$290K	Buy	+4,158	New	+$300K	﹤0.01%	1003
2017 Q1	–	Sell	-6,274	Closed	-$221K	–	1055
2016 Q4	$221K	Sell	6,274 -3,238	-34%	-$113K	﹤0.01%	878
2016 Q3	$285K	Sell	9,512 -3,816	-29%	-$103K	﹤0.01%	796
2016 Q2	$300K	Buy	13,328 +483	+4%	+$12.1K	﹤0.01%	810
2016 Q1	$319K	Buy	+12,845	New	+$347K	﹤0.01%	830

Other funds holding LPLA

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Joel Greenblatt's LPLA Position: Q3 2021 in Review

Joel Greenblatt sold out of LPL Financial (LPLA) in Q3 2021, closing a stake of 1,925 shares — an estimated $260K sold.

Joel Greenblatt first reported a position in LPLA in Q1 2016 and held it in 8 quarters. The position peaked at $560K in Q2 2019. 421 funds tracked by Wall St. Rank hold LPLA as of Q3 2021.

Joel Greenblatt reported no remaining LPL Financial position as of Q3 2021 after selling out during the quarter.
Joel Greenblatt sold 1,925 LPL Financial shares in Q3 2021, an estimated $260K.
Joel Greenblatt first reported a position in LPL Financial in Q1 2016 and held it in 8 quarters.
Joel Greenblatt's LPL Financial position peaked at $560K in Q2 2019.
421 funds tracked by Wall St. Rank held LPL Financial as of Q3 2021.

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