RIM
LDI icon

Rockbridge Investment Management’s loanDepot LDI Stock Holding History

Rockbridge Investment Management’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
2022
Q2 		– Sell
-2,000
Closed -$8.08K – 738
2022
Q1 		$8.08K Buy
+2,000
New +$8.69K ﹤0.01% 544

Other funds holding LDI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
Graham Capital Management Rowayton, Connecticut $4.14B AUM 17.82% 1-Year Est. Return
HV
HST Ventures Park City, Utah $366M AUM 42.6% 1-Year Est. Return

Rockbridge Investment Management's LDI Position: Q2 2022 in Review

Rockbridge Investment Management sold out of loanDepot (LDI) in Q2 2022, closing a stake of 2,000 shares — an estimated $8.08K sold.

Rockbridge Investment Management first reported a position in LDI in Q1 2022 and held it in 1 quarter. The position peaked at $8.08K in Q1 2022. 50 funds tracked by Wall St. Rank hold LDI as of Q2 2022.

  • Rockbridge Investment Management reported no remaining loanDepot position as of Q2 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 2,000 loanDepot shares in Q2 2022, an estimated $8.08K.
  • Rockbridge Investment Management first reported a position in loanDepot in Q1 2022 and held it in 1 quarter.
  • Rockbridge Investment Management's loanDepot position peaked at $8.08K in Q1 2022.
  • 50 funds tracked by Wall St. Rank held loanDepot as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.