SW
LBTYK icon

SVB Wealth’s Liberty Global Class C LBTYK Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-15
Closed -$180 – 1115
2025
Q1 		$180 Buy
+15
New +$180 ﹤0.01% 1477
2024
Q2 		– Sell
-14,544
Closed -$257K – 791
2024
Q1 		$257K Buy
+14,544
New +$280K 0.01% 682
2023
Q4 		– Sell
-19,240
Closed -$357K – 919
2023
Q3 		$357K Sell
19,240
-380
-2% -$7.31K 0.01% 558
2023
Q2 		$349K Sell
19,620
-9,095
-32% -$170K 0.01% 609
2023
Q1 		$585K Sell
28,715
-613
-2% -$12.9K 0.01% 500
2022
Q4 		$570K Buy
29,328
+16,830
+135% +$318K 0.01% 531
2022
Q3 		$206K Sell
12,498
-4,431
-26% -$94K ﹤0.01% 843
2022
Q2 		$374K Buy
16,929
+3,963
+31% +$96.6K 0.01% 502
2022
Q1 		$336K Buy
12,966
+2,448
+23% +$65.4K ﹤0.01% 554
2021
Q4 		$296K Sell
10,518
-55,294
-84% -$1.58M ﹤0.01% 583
2021
Q3 		$1.94M Buy
65,812
+17,687
+37% +$491K 0.02% 265
2021
Q2 		$1.3M Buy
48,125
+11,291
+31% +$304K 0.02% 333
2021
Q1 		$941K Buy
36,834
+17,689
+92% +$442K 0.01% 364
2020
Q4 		$452K Buy
+19,145
New +$415K 0.01% 499
2017
Q3 		– Sell
-150,000
Closed -$7.25M – 474
2017
Q2 		$7.25M Buy
+150,000
New +$4.68M 0.28% 92

Other funds holding LBTYK

BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return