SFS
LBTYK icon

Sowell Financial Services’s Liberty Global Class C LBTYK Stock Holding History

Sowell Financial Services’s Portfolio LBTYK Stock Details LBTYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-10,855
Closed -$305K – 359
2021
Q4 		$305K Buy
+10,855
New +$310K 0.02% 483
2021
Q2 		– Sell
-5,106
Closed -$144K – 1732
2021
Q1 		$144K Buy
5,106
+2,999
+142% +$75K 0.01% 1209
2020
Q4 		$50K Buy
+2,107
New +$45.7K ﹤0.01% 1402

Other funds holding LBTYK

BG
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
LCG
Luxor Capital Group New York $633M AUM 30.88% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NCMU
NAYA Capital Management (UK) London, United Kingdom $1.18B AUM 13.14% 1-Year Est. Return