LPL Financial’s Oil-Dri ODC Stock Holding History

LPL Financial’s Portfolio ODC Stock Details ODC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,370	Closed	-$235K	–	5467
2024 Q4	$235K	Buy	+5,370	New	+$197K	﹤0.01%	4708

Other funds holding ODC

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial's ODC Position: Q1 2025 in Review

LPL Financial sold out of Oil-Dri (ODC) in Q1 2025, closing a stake of 5,370 shares — an estimated $235K sold.

LPL Financial first reported a position in ODC in Q4 2024 and held it in 1 quarter. The position peaked at $235K in Q4 2024. 113 funds tracked by Wall St. Rank hold ODC as of Q1 2025.

LPL Financial reported no remaining Oil-Dri position as of Q1 2025 after selling out during the quarter.
LPL Financial sold 5,370 Oil-Dri shares in Q1 2025, an estimated $235K.
LPL Financial first reported a position in Oil-Dri in Q4 2024 and held it in 1 quarter.
LPL Financial's Oil-Dri position peaked at $235K in Q4 2024.
113 funds tracked by Wall St. Rank held Oil-Dri as of Q1 2025.

Based on LPL Financial's 13F filing for Q1 2025, filed 7 May 2025.