Massachusetts Financial Services
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Massachusetts Financial Services’s Stride LRN Stock Holding History

Massachusetts Financial Services’s Portfolio LRN Stock Details LRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-50,421
Closed -$865K – 866
2016
Q4 		$865K Buy
50,421
+30,550
+154% +$442K ﹤0.01% 776
2016
Q3 		$285K Buy
19,871
+4,633
+30% +$59.1K ﹤0.01% 842
2016
Q2 		$190K Sell
15,238
-946
-6% -$10.7K ﹤0.01% 839
2016
Q1 		$160K Sell
16,184
-629
-4% -$5.94K ﹤0.01% 829
2015
Q4 		$148K Sell
16,813
-149
-0.9% -$1.59K ﹤0.01% 846
2015
Q3 		$211K Buy
+16,962
New +$227K ﹤0.01% 857

Other funds holding LRN

TCMV
Technology Crossover Management VII Menlo Park, California $107M AUM 51.05% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $2.3B AUM 29.92% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services's LRN Position: Q1 2017 in Review

Massachusetts Financial Services sold out of Stride (LRN) in Q1 2017, closing a stake of 50,421 shares — an estimated $865K sold.

Massachusetts Financial Services first reported a position in LRN in Q3 2015 and held it in 6 quarters. The position peaked at $865K in Q4 2016. 138 funds tracked by Wall St. Rank hold LRN as of Q1 2017.

  • Massachusetts Financial Services reported no remaining Stride position as of Q1 2017 after selling out during the quarter.
  • Massachusetts Financial Services sold 50,421 Stride shares in Q1 2017, an estimated $865K.
  • Massachusetts Financial Services first reported a position in Stride in Q3 2015 and held it in 6 quarters.
  • Massachusetts Financial Services's Stride position peaked at $865K in Q4 2016.
  • 138 funds tracked by Wall St. Rank held Stride as of Q1 2017.

Based on Massachusetts Financial Services's 13F filing for Q1 2017, filed 12 May 2017.