SPC
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Sigma Planning Corp’s Limbach Holdings LMB Stock Holding History

Sigma Planning Corp’s Portfolio LMB Stock Details LMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-7,062
Closed -$224K – 1043
2023
Q3 		$224K Buy
+7,062
New +$214K 0.01% 1043
2019
Q4 		– Sell
-15,762
Closed -$78K – 1077
2019
Q3 		$78K Buy
+15,762
New +$106K ﹤0.01% 962

Other funds holding LMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sigma Planning Corp's LMB Position: Q4 2023 in Review

Sigma Planning Corp sold out of Limbach Holdings (LMB) in Q4 2023, closing a stake of 7,062 shares — an estimated $224K sold.

Sigma Planning Corp first reported a position in LMB in Q3 2019 and held it in 2 quarters. The position peaked at $224K in Q3 2023. 121 funds tracked by Wall St. Rank hold LMB as of Q4 2023.

  • Sigma Planning Corp reported no remaining Limbach Holdings position as of Q4 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 7,062 Limbach Holdings shares in Q4 2023, an estimated $224K.
  • Sigma Planning Corp first reported a position in Limbach Holdings in Q3 2019 and held it in 2 quarters.
  • Sigma Planning Corp's Limbach Holdings position peaked at $224K in Q3 2023.
  • 121 funds tracked by Wall St. Rank held Limbach Holdings as of Q4 2023.

Based on Sigma Planning Corp's 13F filing for Q4 2023, filed 1 Feb 2024.