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Sciencast Management’s LPL Financial LPLA Stock Holding History

Sciencast Management’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,055
Closed -$351K – 354
2025
Q3 		$351K Buy
+1,055
New +$382K 0.07% 219
2022
Q2 		– Sell
-9,659
Closed -$1.78M – 547
2022
Q1 		$1.78M Buy
+9,659
New +$1.68M 0.41% 75
2021
Q3 		– Sell
-4,737
Closed -$647K – 511
2021
Q2 		$647K Buy
+4,737
New +$689K 0.14% 222
2021
Q1 		– Sell
-3,051
Closed -$336K – 598
2020
Q4 		$336K Buy
+3,051
New +$274K 0.07% 334
2020
Q2 		– Sell
-5,651
Closed -$279K – 476
2020
Q1 		$279K Sell
5,651
-4,449
-44% -$359K 0.08% 194
2019
Q4 		$971K Sell
10,100
-3,200
-24% -$275K 0.26% 127
2019
Q3 		$1.02M Buy
13,300
+10,100
+316% +$808K 0.34% 107
2019
Q2 		$274K Sell
3,200
-6,658
-68% -$527K 0.15% 223
2019
Q1 		$710K Buy
9,858
+5,758
+140% +$415K 0.25% 129
2018
Q4 		$283K Buy
+4,100
New +$250K 0.25% 157

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return