LPL Financial
TTM

LPL Financial’s Tata Motors Limited TTM Stock Holding History

LPL Financial’s Portfolio TTM Stock Details TTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-29,721
Closed -$687K – 4670
2022
Q4 		$687K Sell
29,721
-2,351
-7% -$58.9K ﹤0.01% 2974
2022
Q3 		$778K Buy
32,072
+1,274
+4% +$35.8K ﹤0.01% 2734
2022
Q2 		$797K Buy
30,798
+933
+3% +$25.5K ﹤0.01% 2782
2022
Q1 		$835K Sell
29,865
-3,928
-12% -$121K ﹤0.01% 2760
2021
Q4 		$1.08M Buy
33,793
+10,164
+43% +$320K ﹤0.01% 2587
2021
Q3 		$530K Sell
23,629
-8,321
-26% -$169K ﹤0.01% 3167
2021
Q2 		$728K Buy
31,950
+14,701
+85% +$315K ﹤0.01% 2838
2021
Q1 		$359K Buy
17,249
+4,745
+38% +$95.6K ﹤0.01% 3332
2020
Q4 		$158K Sell
12,504
-2,399
-16% -$25.6K ﹤0.01% 3584
2020
Q3 		$135K Sell
14,903
-10,610
-42% -$88.3K ﹤0.01% 3311
2020
Q2 		$168K Buy
25,513
+14,840
+139% +$85.5K ﹤0.01% 3177
2020
Q1 		$50K Sell
10,673
-10,487
-50% -$105K ﹤0.01% 3089
2019
Q4 		$274K Buy
21,160
+2,041
+11% +$22.5K ﹤0.01% 2854
2019
Q3 		$160K Buy
19,119
+4,291
+29% +$40.6K ﹤0.01% 3075
2019
Q2 		$173K Buy
+14,828
New +$202K ﹤0.01% 3060
2018
Q4 		– Sell
-10,788
Closed -$166K – 3287
2018
Q3 		$166K Buy
+10,788
New +$198K ﹤0.01% 3044
2018
Q1 		– Sell
-15,722
Closed -$520K – 3272
2017
Q4 		$520K Sell
15,722
-305
-2% -$9.86K ﹤0.01% 2043
2017
Q3 		$501K Sell
16,027
-14,472
-47% -$465K ﹤0.01% 1950
2017
Q2 		$1.01M Buy
30,499
+5,179
+20% +$181K ﹤0.01% 1367
2017
Q1 		$897K Sell
25,320
-2,372
-9% -$86.7K 0.01% 1326
2016
Q4 		$980K Sell
27,692
-499
-2% -$18.4K 0.01% 1231
2016
Q3 		$1.15M Buy
28,191
+5,967
+27% +$232K 0.01% 1092
2016
Q2 		$762K Sell
22,224
-12,601
-36% -$395K 0.01% 1354
2016
Q1 		$974K Buy
34,825
+1,918
+6% +$48.4K ﹤0.01% 1693
2015
Q4 		$919K Buy
32,907
+14,770
+81% +$429K ﹤0.01% 1750
2015
Q3 		$438K Buy
18,137
+1,383
+8% +$38K ﹤0.01% 1901
2015
Q2 		$570K Buy
16,754
+3,314
+25% +$132K ﹤0.01% 1798
2015
Q1 		$618K Sell
13,440
-376
-3% -$17.7K ﹤0.01% 1703
2014
Q4 		$584K Buy
13,816
+415
+3% +$18.5K ﹤0.01% 1673
2014
Q3 		$591K Buy
13,401
+4,136
+45% +$181K ﹤0.01% 1655
2014
Q2 		$362K Sell
9,265
-5,883
-39% -$226K ﹤0.01% 2057
2014
Q1 		$536K Sell
15,148
-3,103
-17% -$98K ﹤0.01% 1689
2013
Q4 		$562K Buy
18,251
+2,490
+16% +$76.3K ﹤0.01% 1651
2013
Q3 		$509K Buy
15,761
+153
+1% +$3.76K ﹤0.01% 1649
2013
Q2 		$366K Buy
+15,608
New +$405K ﹤0.01% 1768

Other funds holding TTM

KWILP
Kiwi Wealth Investments Limited Partnership Wellington, New Zealand $126M AUM 18.28% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $666M AUM 13.83% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

LPL Financial's TTM Position: Q1 2023 in Review

LPL Financial sold out of Tata Motors Limited (TTM) in Q1 2023, closing a stake of 29,721 shares — an estimated $687K sold.

LPL Financial first reported a position in TTM in Q2 2013 and held it in 35 quarters. The position peaked at $1.15M in Q3 2016. 29 funds tracked by Wall St. Rank hold TTM as of Q1 2023.

  • LPL Financial reported no remaining Tata Motors Limited position as of Q1 2023 after selling out during the quarter.
  • LPL Financial sold 29,721 Tata Motors Limited shares in Q1 2023, an estimated $687K.
  • LPL Financial first reported a position in Tata Motors Limited in Q2 2013 and held it in 35 quarters.
  • LPL Financial's Tata Motors Limited position peaked at $1.15M in Q3 2016.
  • 29 funds tracked by Wall St. Rank held Tata Motors Limited as of Q1 2023.

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