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Rockbridge Investment Management’s Laird Superfood LSF Stock Holding History

Rockbridge Investment Management’s Portfolio LSF Stock Details LSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-100
Closed -$5K – 741
2020
Q4 		$5K Buy
+100
New +$4.72K ﹤0.01% 568

Other funds holding LSF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Rockbridge Investment Management's LSF Position: Q1 2021 in Review

Rockbridge Investment Management sold out of Laird Superfood (LSF) in Q1 2021, closing a stake of 100 shares — an estimated $5K sold.

Rockbridge Investment Management first reported a position in LSF in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 60 funds tracked by Wall St. Rank hold LSF as of Q1 2021.

  • Rockbridge Investment Management reported no remaining Laird Superfood position as of Q1 2021 after selling out during the quarter.
  • Rockbridge Investment Management sold 100 Laird Superfood shares in Q1 2021, an estimated $5K.
  • Rockbridge Investment Management first reported a position in Laird Superfood in Q4 2020 and held it in 1 quarter.
  • Rockbridge Investment Management's Laird Superfood position peaked at $5K in Q4 2020.
  • 60 funds tracked by Wall St. Rank held Laird Superfood as of Q1 2021.

Based on Rockbridge Investment Management's 13F filing for Q1 2021, filed 20 May 2021.