LPL Financial
ODP

LPL Financial’s ODP ODP Stock Holding History

LPL Financial’s Portfolio ODP Stock Details ODP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,354
Closed -$244K – 4553
2022
Q4 		$244K Buy
+5,354
New +$229K ﹤0.01% 3827
2021
Q4 		– Sell
-10,777
Closed -$433K – 4427
2021
Q3 		$433K Buy
10,777
+2,500
+30% +$113K ﹤0.01% 3351
2021
Q2 		$397K Buy
+8,277
New +$365K ﹤0.01% 3357
2016
Q2 		– Sell
-2,322
Closed -$176K – 2874
2016
Q1 		$176K Sell
2,322
-869
-27% -$46.8K ﹤0.01% 2823
2015
Q4 		$184K Buy
3,191
+2,123
+199% +$141K ﹤0.01% 2856
2015
Q3 		$71K Buy
1,068
+38
+4% +$2.96K ﹤0.01% 2691
2015
Q2 		$92K Sell
1,030
-137
-12% -$12.6K ﹤0.01% 2760
2015
Q1 		$109K Sell
1,167
-992
-46% -$88.3K ﹤0.01% 2667
2014
Q4 		$185K Sell
2,159
-148
-6% -$9.41K ﹤0.01% 2525
2014
Q3 		$116K Sell
2,307
-5,030
-69% -$266K ﹤0.01% 2588
2014
Q2 		$417K Buy
+7,337
New +$358K ﹤0.01% 1942

Other funds holding ODP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LPL Financial's ODP Position: Q1 2023 in Review

LPL Financial sold out of ODP (ODP) in Q1 2023, closing a stake of 5,354 shares — an estimated $244K sold.

LPL Financial first reported a position in ODP in Q2 2014 and held it in 11 quarters. The position peaked at $433K in Q3 2021. 217 funds tracked by Wall St. Rank hold ODP as of Q1 2023.

  • LPL Financial reported no remaining ODP position as of Q1 2023 after selling out during the quarter.
  • LPL Financial sold 5,354 ODP shares in Q1 2023, an estimated $244K.
  • LPL Financial first reported a position in ODP in Q2 2014 and held it in 11 quarters.
  • LPL Financial's ODP position peaked at $433K in Q3 2021.
  • 217 funds tracked by Wall St. Rank held ODP as of Q1 2023.

Based on LPL Financial's 13F filing for Q1 2023, filed 10 May 2023.