RJFSA
LMB icon

Raymond James Financial Services Advisors’s Limbach Holdings LMB Stock Holding History

Raymond James Financial Services Advisors’s Portfolio LMB Stock Details LMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$752K Buy
9,928
+187
+2% +$11.9K ﹤0.01% 2355
2024
Q2 		$555K Sell
9,741
-3,005
-24% -$148K ﹤0.01% 2455
2024
Q1 		$528K Sell
12,746
-6,785
-35% -$295K ﹤0.01% 2472
2023
Q4 		$888K Buy
19,531
+11,023
+130% +$396K ﹤0.01% 2056
2023
Q3 		$270K Sell
8,508
-3,358
-28% -$102K ﹤0.01% 2725
2023
Q2 		$293K Buy
+11,866
New +$239K ﹤0.01% 2676

Other funds holding LMB

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
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
CCM
Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Raymond James Financial Services Advisors's LMB Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Limbach Holdings (LMB) stake by 1.9% in Q3 2024, buying an estimated $11.9K and bringing the position to 9,928 shares worth $752K. The position accounts for ﹤0.01% of the portfolio, ranked #2355.

Raymond James Financial Services Advisors first reported a position in LMB in Q2 2023 and has held it in 6 quarters since. The position peaked at $888K in Q4 2023. 162 funds tracked by Wall St. Rank hold LMB as of Q3 2024.

  • Raymond James Financial Services Advisors held 9,928 shares of Limbach Holdings worth $752K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 187 Limbach Holdings shares in Q3 2024, an estimated $11.9K.
  • Limbach Holdings made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2355 holding.
  • Raymond James Financial Services Advisors first reported a position in Limbach Holdings in Q2 2023 and has held it in 6 quarters since.
  • Raymond James Financial Services Advisors's Limbach Holdings position peaked at $888K in Q4 2023.
  • 162 funds tracked by Wall St. Rank held Limbach Holdings as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.