Stockbridge Partners’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
Sell
2016
Q4
$99.2M Sell
2016
Q3
$119M Hold
2016
Q2
$89.5M Buy
2016
Q1
$83.4M Sell
2015
Q4
$168M Hold
2015
Q3
$157M Buy
2015
Q2
$147M Sell
2015
Q1
$158M Buy
2014
Q4
$123M Buy
2014
Q3
$124M Sell
2014
Q2
$155M Buy
2014
Q1
$117M Sell
2013
Q4
$142M Hold
2013
Q3
$115M Sell
2013
Q2
$114M Buy