LPL Financial
NEUE

LPL Financial’s NeueHealth NEUE Stock Holding History

LPL Financial’s Portfolio NEUE Stock Details NEUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-232
Closed -$4.08K – 4704
2023
Q1 		$4.08K Sell
232
-14
-6% -$722 ﹤0.01% 4476
2022
Q4 		$12.8K Sell
246
-10
-4% -$727 ﹤0.01% 4401
2022
Q3 		$21K Sell
256
-25
-9% -$3.32K ﹤0.01% 4324
2022
Q2 		$41K Buy
+281
New +$40.9K ﹤0.01% 4264
2022
Q1 		– Sell
-168
Closed -$46K – 4406
2021
Q4 		$46K Buy
+168
New +$77.6K ﹤0.01% 4241

Other funds holding NEUE

NMC
NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return
SG
StepStone Group La Jolla, California $2.16B AUM 20.11% 1-Year Est. Return
RM
Redpoint Management Woodside, California $204M AUM 31.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
G
Greycroft New York $44.1M AUM 24.2% 1-Year Est. Return
MCAV
Meritech Capital Associates VI Palo Alto, California $45.3M AUM 4.6% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.47B AUM 8.59% 1-Year Est. Return
HP
Harbourvest Partners Boston, Massachusetts $170M AUM 34.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

LPL Financial's NEUE Position: Q2 2023 in Review

LPL Financial sold out of NeueHealth (NEUE) in Q2 2023, closing a stake of 232 shares — an estimated $4.08K sold.

LPL Financial first reported a position in NEUE in Q4 2021 and held it in 5 quarters. The position peaked at $46K in Q4 2021. 49 funds tracked by Wall St. Rank hold NEUE as of Q2 2023.

  • LPL Financial reported no remaining NeueHealth position as of Q2 2023 after selling out during the quarter.
  • LPL Financial sold 232 NeueHealth shares in Q2 2023, an estimated $4.08K.
  • LPL Financial first reported a position in NeueHealth in Q4 2021 and held it in 5 quarters.
  • LPL Financial's NeueHealth position peaked at $46K in Q4 2021.
  • 49 funds tracked by Wall St. Rank held NeueHealth as of Q2 2023.

Based on LPL Financial's 13F filing for Q2 2023, filed 31 Jul 2023.