LPL Financial’s Stagwell STGW Stock Holding History

LPL Financial’s Portfolio STGW Stock Details STGW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-36,498	Closed	-$240K	–	5507
2024 Q4	$240K	Buy	+36,498	New	+$260K	﹤0.01%	4695
2024 Q2	–	Sell	-73,114	Closed	-$455K	–	5128
2024 Q1	$455K	Buy	73,114 +57,507	+368%	+$360K	﹤0.01%	3871
2023 Q4	$103K	Sell	15,607 -3,790	-20%	-$18.9K	﹤0.01%	4544
2023 Q3	$91K	Buy	+19,397	New	+$115K	﹤0.01%	4441

Other funds holding STGW

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return

LPL Financial's STGW Position: Q1 2025 in Review

LPL Financial sold out of Stagwell (STGW) in Q1 2025, closing a stake of 36,498 shares — an estimated $240K sold.

LPL Financial first reported a position in STGW in Q3 2023 and held it in 4 quarters. The position peaked at $455K in Q1 2024. 168 funds tracked by Wall St. Rank hold STGW as of Q1 2025.

LPL Financial reported no remaining Stagwell position as of Q1 2025 after selling out during the quarter.
LPL Financial sold 36,498 Stagwell shares in Q1 2025, an estimated $240K.
LPL Financial first reported a position in Stagwell in Q3 2023 and held it in 4 quarters.
LPL Financial's Stagwell position peaked at $455K in Q1 2024.
168 funds tracked by Wall St. Rank held Stagwell as of Q1 2025.

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