LPL Financial
TWIN icon

LPL Financial’s Twin Disc TWIN Stock Holding History

LPL Financial’s Portfolio TWIN Stock Details TWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-10,000
Closed -$79K – 4146
2020
Q4 		$79K Hold
10,000
– – ﹤0.01% 3707
2020
Q3 		$51K Hold
10,000
– – ﹤0.01% 3434
2020
Q2 		$55K Sell
10,000
-400
-4% -$2.32K ﹤0.01% 3344
2020
Q1 		$73K Hold
10,400
– – ﹤0.01% 3044
2019
Q4 		$115K Sell
10,400
-40,400
-80% -$422K ﹤0.01% 3207
2019
Q3 		$538K Buy
50,800
+20,600
+68% +$244K ﹤0.01% 2207
2019
Q2 		$456K Buy
+30,200
New +$470K ﹤0.01% 2345

Other funds holding TWIN

GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
JIC
Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial's TWIN Position: Q1 2021 in Review

LPL Financial sold out of Twin Disc (TWIN) in Q1 2021, closing a stake of 10,000 shares — an estimated $79K sold.

LPL Financial first reported a position in TWIN in Q2 2019 and held it in 7 quarters. The position peaked at $538K in Q3 2019. 40 funds tracked by Wall St. Rank hold TWIN as of Q1 2021.

  • LPL Financial reported no remaining Twin Disc position as of Q1 2021 after selling out during the quarter.
  • LPL Financial sold 10,000 Twin Disc shares in Q1 2021, an estimated $79K.
  • LPL Financial first reported a position in Twin Disc in Q2 2019 and held it in 7 quarters.
  • LPL Financial's Twin Disc position peaked at $538K in Q3 2019.
  • 40 funds tracked by Wall St. Rank held Twin Disc as of Q1 2021.

Based on LPL Financial's 13F filing for Q1 2021, filed 14 May 2021.