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SummerHaven Investment Management’s Stride LRN Stock Holding History

SummerHaven Investment Management’s Portfolio LRN Stock Details LRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-20,454
Closed -$1.44M – 243
2024
Q2 		$1.44M Buy
20,454
+217
+1% +$14.5K 0.95% 7
2024
Q1 		$1.28M Buy
20,237
+156
+0.8% +$9.41K 0.8% 8
2023
Q4 		$1.19M Buy
20,081
+182
+0.9% +$9.96K 0.77% 7
2023
Q3 		$896K Buy
+19,899
New +$809K 0.66% 17
2022
Q3 		– Sell
-28,091
Closed -$1.15M – 235
2022
Q2 		$1.15M Hold
28,091
– – 0.77% 20
2022
Q1 		$1.02M Buy
28,091
+1,280
+5% +$42.5K 0.58% 54
2021
Q4 		$894K Hold
26,811
– – 0.48% 104
2021
Q3 		$964K Buy
+26,811
New +$880K 0.56% 31

Other funds holding LRN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return