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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Janus Henderson Group

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

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return