LC
AA icon

Lindbrook Capital’s Alcoa AA Stock Holding History

Lindbrook Capital’s Portfolio AA Stock Details AA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$126K Sell
4,140
-3,624
-47% -$127K 0.01% 577
2024
Q4 		$293K Buy
7,764
+104
+1% +$4.32K 0.03% 313
2024
Q3 		$296K Buy
7,660
+4,926
+180% +$168K 0.03% 312
2024
Q2 		$109K Buy
2,734
+422
+18% +$16.3K 0.01% 516
2024
Q1 		$78.1K Buy
2,312
+84
+4% +$2.46K 0.01% 620
2023
Q4 		$75.8K Buy
2,228
+335
+18% +$9.06K 0.01% 606
2023
Q3 		$55K Buy
1,893
+312
+20% +$9.78K 0.01% 648
2023
Q2 		$53.6K Buy
1,581
+460
+41% +$16.7K 0.01% 696
2023
Q1 		$47.7K Sell
1,121
-191
-15% -$9.21K 0.01% 713
2022
Q4 		$59.7K Sell
1,312
-319
-20% -$13.9K 0.01% 631
2022
Q3 		$55K Sell
1,631
-22
-1% -$1.03K 0.01% 611
2022
Q2 		$75K Buy
1,653
+331
+25% +$21.5K 0.01% 525
2022
Q1 		$119K Sell
1,322
-144
-10% -$10.5K 0.02% 410
2021
Q4 		$87K Buy
1,466
+38
+3% +$1.9K 0.01% 523
2021
Q3 		$70K Hold
1,428
– – 0.02% 349
2021
Q2 		$53K Hold
1,428
– – 0.01% 455
2021
Q1 		$46K Hold
1,428
– – 0.01% 474
2020
Q4 		$33K Sell
1,428
-89
-6% -$1.55K 0.01% 525
2020
Q3 		$18K Buy
1,517
+178
+13% +$2.39K 0.01% 635
2020
Q2 		$15K Buy
1,339
+881
+192% +$7.88K ﹤0.01% 698
2020
Q1 		$3K Buy
458
+20
+5% +$274 ﹤0.01% 1147
2019
Q4 		$9K Sell
438
-901
-67% -$18.7K ﹤0.01% 940
2019
Q3 		$27K Buy
1,339
+1,023
+324% +$21.3K 0.01% 607
2019
Q2 		$7K Buy
316
+163
+107% +$4.06K ﹤0.01% 974
2019
Q1 		$4K Hold
153
– – ﹤0.01% 1099
2018
Q4 		$4K Buy
+153
New +$5.14K ﹤0.01% 1043

Other funds holding AA

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lindbrook Capital's AA Position: Q1 2025 in Review

Lindbrook Capital reduced its Alcoa (AA) stake by 47% in Q1 2025, selling an estimated $127K and leaving 4,140 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #577.

Lindbrook Capital first reported a position in AA in Q4 2018 and has held it in 26 quarters since. The position peaked at $296K in Q3 2024. 514 funds tracked by Wall St. Rank hold AA as of Q1 2025.

  • Lindbrook Capital held 4,140 shares of Alcoa worth $126K as of Q1 2025.
  • Lindbrook Capital sold 3,624 Alcoa shares in Q1 2025, an estimated $127K.
  • Alcoa made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #577 holding.
  • Lindbrook Capital first reported a position in Alcoa in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Alcoa position peaked at $296K in Q3 2024.
  • 514 funds tracked by Wall St. Rank held Alcoa as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.