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 $10.2B AUM 30.27% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $131B AUM 28.36% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $566M AUM 19.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return