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Litman Gregory Wealth Management’s Live Nation Entertainment LYV Stock Holding History

Litman Gregory Wealth Management’s Portfolio LYV Stock Details LYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-22
Closed -$1K – 242
2019
Q3 		$1K Sell
22
-22
-50% -$1.54K ﹤0.01% 212
2019
Q2 		$3K Buy
+44
New +$2.83K ﹤0.01% 203

Other funds holding LYV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Litman Gregory Wealth Management's LYV Position: Q4 2019 in Review

Litman Gregory Wealth Management sold out of Live Nation Entertainment (LYV) in Q4 2019, closing a stake of 22 shares — an estimated $1K sold.

Litman Gregory Wealth Management first reported a position in LYV in Q2 2019 and held it in 2 quarters. The position peaked at $3K in Q2 2019. 440 funds tracked by Wall St. Rank hold LYV as of Q4 2019.

  • Litman Gregory Wealth Management reported no remaining Live Nation Entertainment position as of Q4 2019 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 22 Live Nation Entertainment shares in Q4 2019, an estimated $1K.
  • Litman Gregory Wealth Management first reported a position in Live Nation Entertainment in Q2 2019 and held it in 2 quarters.
  • Litman Gregory Wealth Management's Live Nation Entertainment position peaked at $3K in Q2 2019.
  • 440 funds tracked by Wall St. Rank held Live Nation Entertainment as of Q4 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2019, filed 30 Jan 2020.