NMM
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Naples Money Management’s Stride LRN Stock Holding History

Naples Money Management’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
2024
Q3 		$17.1K Hold
200
– – 0.01% 142
2024
Q2 		$13.8K Hold
200
– – 0.01% 153
2024
Q1 		$12.6K Hold
200
– – 0.01% 172
2023
Q4 		$11.9K Buy
+200
New +$10.9K 0.01% 179

Other funds holding LRN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Naples Money Management's LRN Position: Q3 2024 in Review

Naples Money Management held its Stride (LRN) position steady in Q3 2024 at 200 shares worth $17.1K. The position accounts for 0.01% of the portfolio, ranked #142.

Naples Money Management first reported a position in LRN in Q4 2023 and has held it in 4 quarters since. 368 funds tracked by Wall St. Rank hold LRN as of Q3 2024.

  • Naples Money Management held 200 shares of Stride worth $17.1K as of Q3 2024.
  • Naples Money Management left its Stride share count unchanged in Q3 2024.
  • Stride made up 0.01% of Naples Money Management's portfolio in Q3 2024, its #142 holding.
  • Naples Money Management first reported a position in Stride in Q4 2023 and has held it in 4 quarters since.
  • 368 funds tracked by Wall St. Rank held Stride as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.