Jupiter Asset Management’s LPL Financial LPLA Stock Holding History

Jupiter Asset Management’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
2023 Q2	–	Sell	-4,535	Closed	-$918K	–	540
2023 Q1	$918K	Sell	4,535 -9,029	-67%	-$2.06M	0.01%	346
2022 Q4	$2.93M	Sell	13,564 -8,177	-38%	-$1.91M	0.04%	261
2022 Q3	$4.75M	Hold	21,741	–	–	0.07%	246
2022 Q2	$4.01M	Buy	+21,741	New	+$4.13M	0.06%	259
2021 Q3	–	Sell	-101,097	Closed	-$13.6M	–	605
2021 Q2	$13.6M	Buy	101,097 +83,330	+469%	+$12.1M	0.14%	174
2021 Q1	$2.53M	Buy	+17,767	New	+$2.27M	0.02%	386

Other funds holding LPLA

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

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

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

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

Jupiter Asset Management's LPLA Position: Q2 2023 in Review

Jupiter Asset Management sold out of LPL Financial (LPLA) in Q2 2023, closing a stake of 4,535 shares — an estimated $918K sold.

Jupiter Asset Management first reported a position in LPLA in Q1 2021 and held it in 6 quarters. The position peaked at $13.6M in Q2 2021. 588 funds tracked by Wall St. Rank hold LPLA as of Q2 2023.

Jupiter Asset Management reported no remaining LPL Financial position as of Q2 2023 after selling out during the quarter.
Jupiter Asset Management sold 4,535 LPL Financial shares in Q2 2023, an estimated $918K.
Jupiter Asset Management first reported a position in LPL Financial in Q1 2021 and held it in 6 quarters.
Jupiter Asset Management's LPL Financial position peaked at $13.6M in Q2 2021.
588 funds tracked by Wall St. Rank held LPL Financial as of Q2 2023.

Based on Jupiter Asset Management's 13F filing for Q2 2023, filed 10 Aug 2023.