LPL Financial
PHI icon

LPL Financial’s PLDT PHI Stock Holding History

LPL Financial’s Portfolio PHI Stock Details PHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-21,694
Closed -$549K – 4530
2022
Q3 		$549K Buy
21,694
+611
+3% +$18K ﹤0.01% 3068
2022
Q2 		$641K Sell
21,083
-3,490
-14% -$124K ﹤0.01% 2981
2022
Q1 		$864K Sell
24,573
-400
-2% -$14.2K ﹤0.01% 2729
2021
Q4 		$892K Buy
24,973
+231
+0.9% +$7.78K ﹤0.01% 2758
2021
Q3 		$806K Buy
24,742
+2,275
+10% +$61.7K ﹤0.01% 2802
2021
Q2 		$590K Buy
22,467
+1,246
+6% +$33.1K ﹤0.01% 3014
2021
Q1 		$555K Buy
+21,221
New +$594K ﹤0.01% 2932
2020
Q3 		– Sell
-15,954
Closed -$389K – 3607
2020
Q2 		$389K Sell
15,954
-13,433
-46% -$319K ﹤0.01% 2619
2020
Q1 		$604K Buy
+29,387
New +$583K ﹤0.01% 1975

Other funds holding PHI

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
NIA
NIA Impact Advisors Berkeley, California $225M AUM 33.05% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial's PHI Position: Q4 2022 in Review

LPL Financial sold out of PLDT (PHI) in Q4 2022, closing a stake of 21,694 shares — an estimated $549K sold.

LPL Financial first reported a position in PHI in Q1 2020 and held it in 9 quarters. The position peaked at $892K in Q4 2021. 76 funds tracked by Wall St. Rank hold PHI as of Q4 2022.

  • LPL Financial reported no remaining PLDT position as of Q4 2022 after selling out during the quarter.
  • LPL Financial sold 21,694 PLDT shares in Q4 2022, an estimated $549K.
  • LPL Financial first reported a position in PLDT in Q1 2020 and held it in 9 quarters.
  • LPL Financial's PLDT position peaked at $892K in Q4 2021.
  • 76 funds tracked by Wall St. Rank held PLDT as of Q4 2022.

Based on LPL Financial's 13F filing for Q4 2022, filed 7 Feb 2023.