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Oxford Financial Group’s Live Nation Entertainment LYV Stock Holding History

Oxford Financial Group’s Portfolio LYV Stock Details LYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,095
Closed -$229K – 315
2024
Q3 		$229K Sell
2,095
-855
-29% -$82.7K 0.01% 225
2024
Q2 		$277K Buy
2,950
+866
+42% +$81.9K 0.02% 227
2024
Q1 		$220K Buy
+2,084
New +$197K 0.02% 212

Other funds holding LYV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oxford Financial Group's LYV Position: Q4 2024 in Review

Oxford Financial Group sold out of Live Nation Entertainment (LYV) in Q4 2024, closing a stake of 2,095 shares — an estimated $229K sold.

Oxford Financial Group first reported a position in LYV in Q1 2024 and held it in 3 quarters. The position peaked at $277K in Q2 2024. 697 funds tracked by Wall St. Rank hold LYV as of Q4 2024.

  • Oxford Financial Group reported no remaining Live Nation Entertainment position as of Q4 2024 after selling out during the quarter.
  • Oxford Financial Group sold 2,095 Live Nation Entertainment shares in Q4 2024, an estimated $229K.
  • Oxford Financial Group first reported a position in Live Nation Entertainment in Q1 2024 and held it in 3 quarters.
  • Oxford Financial Group's Live Nation Entertainment position peaked at $277K in Q2 2024.
  • 697 funds tracked by Wall St. Rank held Live Nation Entertainment as of Q4 2024.

Based on Oxford Financial Group's 13F filing for Q4 2024, filed 11 Feb 2025.