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Schubert & Co’s LG Display LPL Stock Holding History

Schubert & Co’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
2023
Q2 		– Sell
-481
Closed -$3.07K – 869
2023
Q1 		$3.07K Buy
481
+339
+239% +$1.93K ﹤0.01% 699
2022
Q4 		$704 Sell
142
-435
-75% -$2.21K ﹤0.01% 1298
2022
Q3 		$2K Buy
577
+112
+24% +$632 ﹤0.01% 841
2022
Q2 		$3K Buy
+465
New +$3.15K ﹤0.01% 612

Other funds holding LPL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FTDI
First Trust Direct Indexing Boston, Massachusetts $1.87B AUM 43.63% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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

Schubert & Co's LPL Position: Q2 2023 in Review

Schubert & Co sold out of LG Display (LPL) in Q2 2023, closing a stake of 481 shares — an estimated $3.07K sold.

Schubert & Co first reported a position in LPL in Q2 2022 and held it in 4 quarters. The position peaked at $3.07K in Q1 2023. 80 funds tracked by Wall St. Rank hold LPL as of Q2 2023.

  • Schubert & Co reported no remaining LG Display position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 481 LG Display shares in Q2 2023, an estimated $3.07K.
  • Schubert & Co first reported a position in LG Display in Q2 2022 and held it in 4 quarters.
  • Schubert & Co's LG Display position peaked at $3.07K in Q1 2023.
  • 80 funds tracked by Wall St. Rank held LG Display as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.