NSIM
LRN icon

North Star Investment Management’s Stride LRN Stock Holding History

North Star Investment 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
2023
Q2 		– Sell
-600
Closed -$23.6K – 1311
2023
Q1 		$23.6K Sell
600
-75
-11% -$2.94K ﹤0.01% 738
2022
Q4 		$21.1K Hold
675
– – ﹤0.01% 734
2022
Q3 		$28K Hold
675
– – ﹤0.01% 637
2022
Q2 		$28K Hold
675
– – ﹤0.01% 660
2022
Q1 		$25K Hold
675
– – ﹤0.01% 706
2021
Q4 		$22K Hold
675
– – ﹤0.01% 755
2021
Q3 		$24K Hold
675
– – ﹤0.01% 715
2021
Q2 		$22K Sell
675
-20,800
-97% -$620K ﹤0.01% 728
2021
Q1 		$647K Sell
21,475
-145,900
-87% -$3.79M 0.06% 250
2020
Q4 		$3.55M Buy
167,375
+32,000
+24% +$795K 0.37% 70
2020
Q3 		$3.57M Buy
135,375
+13,700
+11% +$530K 0.42% 65
2020
Q2 		$3.31M Buy
121,675
+51,000
+72% +$1.23M 0.43% 63
2020
Q1 		$1.33M Buy
+70,675
New +$1.3M 0.2% 132

Other funds holding LRN

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return