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Leuthold Group’s LPL Financial LPLA Stock Holding History

Leuthold Group’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
-1,989
Closed -$403K – 219
2023
Q1 		$403K Sell
1,989
-112
-5% -$25.6K 0.05% 156
2022
Q4 		$454K Sell
2,101
-68
-3% -$15.9K 0.06% 151
2022
Q3 		$474K Sell
2,169
-576
-21% -$123K 0.07% 137
2022
Q2 		$506K Sell
2,745
-575
-17% -$109K 0.07% 138
2022
Q1 		$606K Hold
3,320
– – 0.08% 133
2021
Q4 		$531K Sell
3,320
-37
-1% -$6.11K 0.06% 137
2021
Q3 		$526K Hold
3,357
– – 0.06% 133
2021
Q2 		$453K Sell
3,357
-91
-3% -$13.2K 0.06% 139
2021
Q1 		$490K Sell
3,448
-87
-2% -$11.1K 0.06% 134
2020
Q4 		$368K Sell
3,535
-151
-4% -$13.6K 0.05% 140
2020
Q3 		$283K Sell
3,686
-102
-3% -$8.1K 0.04% 149
2020
Q2 		$297K Sell
3,788
-38,858
-91% -$2.6M 0.04% 134
2020
Q1 		$2.32M Buy
42,646
+38,342
+891% +$3.09M 0.42% 80
2019
Q4 		$397K Sell
4,304
-1,017
-19% -$87.3K 0.05% 132
2019
Q3 		$436K Buy
+5,321
New +$426K 0.06% 133

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Leuthold Group's LPLA Position: Q2 2023 in Review

Leuthold Group sold out of LPL Financial (LPLA) in Q2 2023, closing a stake of 1,989 shares — an estimated $403K sold.

Leuthold Group first reported a position in LPLA in Q3 2019 and held it in 15 quarters. The position peaked at $2.32M in Q1 2020. 588 funds tracked by Wall St. Rank hold LPLA as of Q2 2023.

  • Leuthold Group reported no remaining LPL Financial position as of Q2 2023 after selling out during the quarter.
  • Leuthold Group sold 1,989 LPL Financial shares in Q2 2023, an estimated $403K.
  • Leuthold Group first reported a position in LPL Financial in Q3 2019 and held it in 15 quarters.
  • Leuthold Group's LPL Financial position peaked at $2.32M in Q1 2020.
  • 588 funds tracked by Wall St. Rank held LPL Financial as of Q2 2023.

Based on Leuthold Group's 13F filing for Q2 2023, filed 8 Aug 2023.