LPL Financial
SP

LPL Financial’s SP Plus Corporation SP Stock Holding History

LPL Financial’s Portfolio SP Stock Details SP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-7,419
Closed -$209K – 4434
2021
Q4 		$209K Buy
+7,419
New +$222K ﹤0.01% 3955
2016
Q1 		– Sell
-10,037
Closed -$243K – 3219
2015
Q4 		$243K Buy
+10,037
New +$246K ﹤0.01% 2692
2014
Q1 		– Sell
-11,866
Closed -$309K – 2737
2013
Q4 		$309K Buy
+11,866
New +$306K ﹤0.01% 2094

Other funds holding SP

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LPL Financial's SP Position: Q1 2022 in Review

LPL Financial sold out of SP Plus Corporation (SP) in Q1 2022, closing a stake of 7,419 shares — an estimated $209K sold.

LPL Financial first reported a position in SP in Q4 2013 and held it in 3 quarters. The position peaked at $309K in Q4 2013. 131 funds tracked by Wall St. Rank hold SP as of Q1 2022.

  • LPL Financial reported no remaining SP Plus Corporation position as of Q1 2022 after selling out during the quarter.
  • LPL Financial sold 7,419 SP Plus Corporation shares in Q1 2022, an estimated $209K.
  • LPL Financial first reported a position in SP Plus Corporation in Q4 2013 and held it in 3 quarters.
  • LPL Financial's SP Plus Corporation position peaked at $309K in Q4 2013.
  • 131 funds tracked by Wall St. Rank held SP Plus Corporation as of Q1 2022.

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