LPL Financial
ELA icon

LPL Financial’s Envela ELA Stock Holding History

LPL Financial’s Portfolio ELA Stock Details ELA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-14,870
Closed -$91K – 3570
2020
Q2 		$91K Buy
+14,870
New +$54.4K ﹤0.01% 3303

Other funds holding ELA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPL Financial's ELA Position: Q3 2020 in Review

LPL Financial sold out of Envela (ELA) in Q3 2020, closing a stake of 14,870 shares — an estimated $91K sold.

LPL Financial first reported a position in ELA in Q2 2020 and held it in 1 quarter. The position peaked at $91K in Q2 2020. 33 funds tracked by Wall St. Rank hold ELA as of Q3 2020.

  • LPL Financial reported no remaining Envela position as of Q3 2020 after selling out during the quarter.
  • LPL Financial sold 14,870 Envela shares in Q3 2020, an estimated $91K.
  • LPL Financial first reported a position in Envela in Q2 2020 and held it in 1 quarter.
  • LPL Financial's Envela position peaked at $91K in Q2 2020.
  • 33 funds tracked by Wall St. Rank held Envela as of Q3 2020.

Based on LPL Financial's 13F filing for Q3 2020, filed 9 Nov 2020.