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Sage Mountain Advisors’s LG Display LPL Stock Holding History

Sage Mountain Advisors’s Portfolio LPL Stock Details LPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-16,283
Closed -$68.6K – 449
2025
Q4 		$68.6K Hold
16,283
– – ﹤0.01% 520
2025
Q3 		$85K Buy
+16,283
New +$67.7K ﹤0.01% 502

Other funds holding LPL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Sage Mountain Advisors's LPL Position: Q1 2026 in Review

Sage Mountain Advisors sold out of LG Display (LPL) in Q1 2026, closing a stake of 16,283 shares — an estimated $68.6K sold.

Sage Mountain Advisors first reported a position in LPL in Q3 2025 and held it in 2 quarters. The position peaked at $85K in Q3 2025. 158 funds tracked by Wall St. Rank hold LPL as of Q1 2026.

  • Sage Mountain Advisors reported no remaining LG Display position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 16,283 LG Display shares in Q1 2026, an estimated $68.6K.
  • Sage Mountain Advisors first reported a position in LG Display in Q3 2025 and held it in 2 quarters.
  • Sage Mountain Advisors's LG Display position peaked at $85K in Q3 2025.
  • 158 funds tracked by Wall St. Rank held LG Display as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.