Platinum Investment Management’s Louisiana-Pacific LPX Stock Holding History

Platinum Investment Management’s Portfolio LPX Stock Details LPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,359,426	Closed	-$83.4M	–	149
2021 Q3	$83.4M	Sell	1,359,426 -1,996,020	-59%	-$118M	2.35%	12
2021 Q2	$202M	Sell	3,355,446 -933,877	-22%	-$59.7M	4.68%	6
2021 Q1	$238M	Buy	4,289,323 +2,240,123	+109%	+$102M	5.31%	7
2020 Q4	$76.2M	Buy	2,049,200 +1,782,527	+668%	+$59.7M	1.75%	20
2020 Q3	$7.87M	Hold	266,673	–	–	0.19%	46
2020 Q2	$6.84M	Buy	+266,673	New	+$5.64M	0.16%	44

Other funds holding LPX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Platinum Investment Management's LPX Position: Q4 2021 in Review

Platinum Investment Management sold out of Louisiana-Pacific (LPX) in Q4 2021, closing a stake of 1,359,426 shares — an estimated $83.4M sold.

Platinum Investment Management first reported a position in LPX in Q2 2020 and held it in 6 quarters. The position peaked at $238M in Q1 2021. 455 funds tracked by Wall St. Rank hold LPX as of Q4 2021.

Platinum Investment Management reported no remaining Louisiana-Pacific position as of Q4 2021 after selling out during the quarter.
Platinum Investment Management sold 1,359,426 Louisiana-Pacific shares in Q4 2021, an estimated $83.4M.
Platinum Investment Management first reported a position in Louisiana-Pacific in Q2 2020 and held it in 6 quarters.
Platinum Investment Management's Louisiana-Pacific position peaked at $238M in Q1 2021.
455 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q4 2021.

Based on Platinum Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.