LPL Financial
HEPS

LPL Financial’s D-Market Electronic Services & Trading HEPS Stock Holding History

LPL Financial’s Portfolio HEPS Stock Details HEPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,550
Closed -$14K – 4838
2023
Q3 		$14K Sell
10,550
-13,250
-56% -$20.4K ﹤0.01% 4632
2023
Q2 		$40K Sell
23,800
-1,150
-5% -$1.32K ﹤0.01% 4451
2023
Q1 		$33.4K Sell
24,950
-190
-0.8% -$186 ﹤0.01% 4366
2022
Q4 		$16.6K Hold
25,140
– – ﹤0.01% 4384
2022
Q3 		$24K Sell
25,140
-100
-0.4% -$95 ﹤0.01% 4308
2022
Q2 		$15K Buy
+25,240
New +$36.7K ﹤0.01% 4361
2022
Q1 		– Sell
-24,940
Closed -$48K – 4283
2021
Q4 		$48K Buy
24,940
+14,890
+148% +$56.4K ﹤0.01% 4233
2021
Q3 		$69K Buy
+10,050
New +$110K ﹤0.01% 4198

Other funds holding HEPS

HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LPL Financial's HEPS Position: Q4 2023 in Review

LPL Financial sold out of D-Market Electronic Services & Trading (HEPS) in Q4 2023, closing a stake of 10,550 shares — an estimated $14K sold.

LPL Financial first reported a position in HEPS in Q3 2021 and held it in 8 quarters. The position peaked at $69K in Q3 2021. 35 funds tracked by Wall St. Rank hold HEPS as of Q4 2023.

  • LPL Financial reported no remaining D-Market Electronic Services & Trading position as of Q4 2023 after selling out during the quarter.
  • LPL Financial sold 10,550 D-Market Electronic Services & Trading shares in Q4 2023, an estimated $14K.
  • LPL Financial first reported a position in D-Market Electronic Services & Trading in Q3 2021 and held it in 8 quarters.
  • LPL Financial's D-Market Electronic Services & Trading position peaked at $69K in Q3 2021.
  • 35 funds tracked by Wall St. Rank held D-Market Electronic Services & Trading as of Q4 2023.

Based on LPL Financial's 13F filing for Q4 2023, filed 14 Feb 2024.