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SummerHaven Investment Management’s LPL Financial LPLA Stock Holding History

SummerHaven Investment 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
2021
Q3 		– Sell
-5,559
Closed -$750K – 259
2021
Q2 		$750K Buy
5,559
+140
+3% +$20.4K 0.43% 122
2021
Q1 		$770K Hold
5,419
– – 0.47% 96
2020
Q4 		$565K Buy
+5,419
New +$487K 0.44% 137

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

SummerHaven Investment Management's LPLA Position: Q3 2021 in Review

SummerHaven Investment Management sold out of LPL Financial (LPLA) in Q3 2021, closing a stake of 5,559 shares — an estimated $750K sold.

SummerHaven Investment Management first reported a position in LPLA in Q4 2020 and held it in 3 quarters. The position peaked at $770K in Q1 2021. 421 funds tracked by Wall St. Rank hold LPLA as of Q3 2021.

  • SummerHaven Investment Management reported no remaining LPL Financial position as of Q3 2021 after selling out during the quarter.
  • SummerHaven Investment Management sold 5,559 LPL Financial shares in Q3 2021, an estimated $750K.
  • SummerHaven Investment Management first reported a position in LPL Financial in Q4 2020 and held it in 3 quarters.
  • SummerHaven Investment Management's LPL Financial position peaked at $770K in Q1 2021.
  • 421 funds tracked by Wall St. Rank held LPL Financial as of Q3 2021.

Based on SummerHaven Investment Management's 13F filing for Q3 2021, filed 20 Oct 2021.