OF
LDI icon

Optimize Financial’s loanDepot LDI Stock Holding History

Optimize Financial’s Portfolio LDI Stock Details LDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-133,447
Closed -$272K – 256
2024
Q4 		$272K Buy
+133,447
New +$298K 0.2% 152

Other funds holding LDI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $1.63B AUM 12.69% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Optimize Financial's LDI Position: Q1 2025 in Review

Optimize Financial sold out of loanDepot (LDI) in Q1 2025, closing a stake of 133,447 shares — an estimated $272K sold.

Optimize Financial first reported a position in LDI in Q4 2024 and held it in 1 quarter. The position peaked at $272K in Q4 2024. 78 funds tracked by Wall St. Rank hold LDI as of Q1 2025.

  • Optimize Financial reported no remaining loanDepot position as of Q1 2025 after selling out during the quarter.
  • Optimize Financial sold 133,447 loanDepot shares in Q1 2025, an estimated $272K.
  • Optimize Financial first reported a position in loanDepot in Q4 2024 and held it in 1 quarter.
  • Optimize Financial's loanDepot position peaked at $272K in Q4 2024.
  • 78 funds tracked by Wall St. Rank held loanDepot as of Q1 2025.

Based on Optimize Financial's 13F filing for Q1 2025, filed 14 May 2025.