LPL Financial
PLOW icon

LPL Financial’s Douglas Dynamics PLOW Stock Holding History

LPL Financial’s Portfolio PLOW Stock Details PLOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-5,720
Closed -$223K – 4350
2021
Q4 		$223K Sell
5,720
-200
-3% -$8.07K ﹤0.01% 3918
2021
Q3 		$215K Sell
5,920
-195
-3% -$7.52K ﹤0.01% 3923
2021
Q2 		$249K Sell
6,115
-3,548
-37% -$156K ﹤0.01% 3739
2021
Q1 		$446K Sell
9,663
-64
-0.7% -$2.95K ﹤0.01% 3121
2020
Q4 		$416K Sell
9,727
-140
-1% -$5.38K ﹤0.01% 2916
2020
Q3 		$337K Buy
9,867
+167
+2% +$6.17K ﹤0.01% 2815
2020
Q2 		$341K Sell
9,700
-161
-2% -$5.58K ﹤0.01% 2734
2020
Q1 		$350K Sell
9,861
-75
-0.8% -$3.52K ﹤0.01% 2360
2019
Q4 		$546K Buy
9,936
+3,323
+50% +$168K ﹤0.01% 2300
2019
Q3 		$295K Buy
6,613
+228
+4% +$9.55K ﹤0.01% 2694
2019
Q2 		$254K Sell
6,385
-1,499
-19% -$57.1K ﹤0.01% 2838
2019
Q1 		$300K Buy
7,884
+226
+3% +$8.42K ﹤0.01% 2634
2018
Q4 		$275K Sell
7,658
-313
-4% -$12.3K ﹤0.01% 2537
2018
Q3 		$350K Sell
7,971
-445
-5% -$20.7K ﹤0.01% 2542
2018
Q2 		$404K Sell
8,416
-1,980
-19% -$89.5K ﹤0.01% 2381
2018
Q1 		$449K Sell
10,396
-458
-4% -$19K ﹤0.01% 2253
2017
Q4 		$410K Buy
10,854
+2,554
+31% +$102K ﹤0.01% 2223
2017
Q3 		$329K Sell
8,300
-103
-1% -$3.52K ﹤0.01% 2288
2017
Q2 		$279K Buy
+8,403
New +$259K ﹤0.01% 2352
2017
Q1 		– Sell
-9,486
Closed -$323K – 2776
2016
Q4 		$323K Buy
9,486
+2,359
+33% +$75K ﹤0.01% 2110
2016
Q3 		$227K Buy
+7,127
New +$213K ﹤0.01% 2323
2016
Q2 		– Sell
-11,933
Closed -$267K – 2896
2016
Q1 		$267K Sell
11,933
-765
-6% -$15.4K ﹤0.01% 2602
2015
Q4 		$254K Buy
+12,698
New +$278K ﹤0.01% 2661

Other funds holding PLOW

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

LPL Financial's PLOW Position: Q1 2022 in Review

LPL Financial sold out of Douglas Dynamics (PLOW) in Q1 2022, closing a stake of 5,720 shares — an estimated $223K sold.

LPL Financial first reported a position in PLOW in Q4 2015 and held it in 23 quarters. The position peaked at $546K in Q4 2019. 132 funds tracked by Wall St. Rank hold PLOW as of Q1 2022.

  • LPL Financial reported no remaining Douglas Dynamics position as of Q1 2022 after selling out during the quarter.
  • LPL Financial sold 5,720 Douglas Dynamics shares in Q1 2022, an estimated $223K.
  • LPL Financial first reported a position in Douglas Dynamics in Q4 2015 and held it in 23 quarters.
  • LPL Financial's Douglas Dynamics position peaked at $546K in Q4 2019.
  • 132 funds tracked by Wall St. Rank held Douglas Dynamics as of Q1 2022.

Based on LPL Financial's 13F filing for Q1 2022, filed 16 May 2022.