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UBS’s Stride LRN Stock Holding History

UBS’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
2014
Q3 		– Sell
-200
Closed -$5K – 10570
2014
Q2 		$5K Sell
200
-100
-33% -$2.34K ﹤0.01% 9507
2014
Q1 		$7K Hold
300
– – ﹤0.01% 9243
2013
Q4 		$7K Buy
+300
New +$6.25K ﹤0.01% 9323

Other funds holding LRN

TCMV
Technology Crossover Management VII Menlo Park, California $107M AUM 51.05% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KIM
Kestrel Investment Management San Mateo, California $167M AUM 20.81% 1-Year Est. Return

UBS's LRN Position: Q3 2014 in Review

UBS increased its Stride (LRN) stake by 13% in Q3 2014, buying an estimated $22.7K and bringing the position to 9,880 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #5445.

UBS first reported a position in LRN in Q2 2013 and has held it in 6 quarters since. The position peaked at $211K in Q2 2014. 140 funds tracked by Wall St. Rank hold LRN as of Q3 2014.

  • UBS held 9,880 shares of Stride worth $158K as of Q3 2014.
  • UBS bought 1,122 Stride shares in Q3 2014, an estimated $22.7K.
  • Stride made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5445 holding.
  • UBS first reported a position in Stride in Q2 2013 and has held it in 6 quarters since.
  • UBS's Stride position peaked at $211K in Q2 2014.
  • 140 funds tracked by Wall St. Rank held Stride as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.