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Stonnington Group’s LPL Financial LPLA Stock Holding History

Stonnington Group’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
2023
Q1 		$598K Buy
+3,000
New +$686K 0.16% 131
2022
Q2 		– Sell
-3,000
Closed -$601K – 233
2022
Q1 		$601K Buy
+3,000
New +$522K 0.14% 136

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Stonnington Group's LPLA Position: Q1 2023 in Review

Stonnington Group opened a new position in LPL Financial (LPLA) in Q1 2023: 3,000 shares worth $598K. The stake represents 0.16% of the portfolio and ranks #131 among its holdings. This is a return to the name: Stonnington Group previously reported a position in LPLA as recently as Q1 2022.

Stonnington Group first reported a position in LPLA in Q1 2022 and has held it in 2 quarters since. The position peaked at $601K in Q1 2022. 611 funds tracked by Wall St. Rank hold LPLA as of Q1 2023.

  • Stonnington Group held 3,000 shares of LPL Financial worth $598K as of Q1 2023.
  • LPL Financial was a new Stonnington Group position in Q1 2023.
  • LPL Financial made up 0.16% of Stonnington Group's portfolio in Q1 2023, its #131 holding.
  • Stonnington Group first reported a position in LPL Financial in Q1 2022 and has held it in 2 quarters since.
  • Stonnington Group's LPL Financial position peaked at $601K in Q1 2022.
  • 611 funds tracked by Wall St. Rank held LPL Financial as of Q1 2023.

Based on Stonnington Group's 13F filing for Q1 2023, filed 14 Apr 2023.