LPL Financial
ZEPP

LPL Financial’s Zepp Health ZEPP Stock Holding History

LPL Financial’s Portfolio ZEPP Stock Details ZEPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,413
Closed -$13K – 5295
2024
Q2 		$13K Buy
5,413
+250
+5% +$812 ﹤0.01% 4961
2024
Q1 		$21.1K Sell
5,163
-500
-9% -$2.58K ﹤0.01% 4841
2023
Q4 		$32.2K Hold
5,663
– – ﹤0.01% 4700
2023
Q3 		$26.1K Buy
5,663
+212
+4% +$1K ﹤0.01% 4586
2023
Q2 		$24.9K Sell
5,451
-337
-6% -$1.7K ﹤0.01% 4498
2023
Q1 		$30.3K Hold
5,788
– – ﹤0.01% 4375
2022
Q4 		$33.6K Hold
5,788
– – ﹤0.01% 4318
2022
Q3 		$32K Hold
5,788
– – ﹤0.01% 4283
2022
Q2 		$43K Hold
5,788
– – ﹤0.01% 4255
2022
Q1 		$67K Buy
5,788
+558
+11% +$9.01K ﹤0.01% 4027
2021
Q4 		$106K Sell
5,230
-233
-4% -$6.99K ﹤0.01% 4128
2021
Q3 		$175K Sell
5,463
-14
-0.3% -$578 ﹤0.01% 4029
2021
Q2 		$257K Buy
+5,477
New +$228K ﹤0.01% 3708
2020
Q3 		– Sell
-3,087
Closed -$153K – 3636
2020
Q2 		$153K Sell
3,087
-1,244
-29% -$57.3K ﹤0.01% 3198
2020
Q1 		$227K Buy
4,331
+363
+9% +$19.6K ﹤0.01% 2720
2019
Q4 		$191K Buy
+3,968
New +$166K ﹤0.01% 3115

Other funds holding ZEPP

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LPL Financial's ZEPP Position: Q3 2024 in Review

LPL Financial sold out of Zepp Health (ZEPP) in Q3 2024, closing a stake of 5,413 shares — an estimated $13K sold.

LPL Financial first reported a position in ZEPP in Q4 2019 and held it in 16 quarters. The position peaked at $257K in Q2 2021. 16 funds tracked by Wall St. Rank hold ZEPP as of Q3 2024.

  • LPL Financial reported no remaining Zepp Health position as of Q3 2024 after selling out during the quarter.
  • LPL Financial sold 5,413 Zepp Health shares in Q3 2024, an estimated $13K.
  • LPL Financial first reported a position in Zepp Health in Q4 2019 and held it in 16 quarters.
  • LPL Financial's Zepp Health position peaked at $257K in Q2 2021.
  • 16 funds tracked by Wall St. Rank held Zepp Health as of Q3 2024.

Based on LPL Financial's 13F filing for Q3 2024, filed 8 Nov 2024.