John Overdeck’s La Rosa Holding LRHC Stock Holding History

John Overdeck’s Portfolio LRHC Stock Details LRHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3	Closed	-$22.2K	–	3376
2024 Q4	$22.2K	Buy	+3	New	+$17K	﹤0.01%	3100

Other funds holding LRHC

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

TSS

Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

John Overdeck's LRHC Position: Q1 2025 in Review

John Overdeck sold out of La Rosa Holding (LRHC) in Q1 2025, closing a stake of 3 shares — an estimated $22.2K sold.

John Overdeck first reported a position in LRHC in Q4 2024 and held it in 1 quarter. The position peaked at $22.2K in Q4 2024. 8 funds tracked by Wall St. Rank hold LRHC as of Q1 2025.

John Overdeck reported no remaining La Rosa Holding position as of Q1 2025 after selling out during the quarter.
John Overdeck sold 3 La Rosa Holding shares in Q1 2025, an estimated $22.2K.
John Overdeck first reported a position in La Rosa Holding in Q4 2024 and held it in 1 quarter.
John Overdeck's La Rosa Holding position peaked at $22.2K in Q4 2024.
8 funds tracked by Wall St. Rank held La Rosa Holding as of Q1 2025.

Based on Two Sigma Investments's 13F filing for Q1 2025, filed 15 May 2025.