UCFA
LGF.B

United Capital Financial Advisors’s Lions Gate Entertainment Corp. Class B Non-Voting Shares LGF.B Stock Holding History

United Capital Financial Advisors’s Portfolio LGF.B Stock Details LGF.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-21,348
Closed -$218K – 1129
2023
Q4 		$218K Buy
21,348
+3,633
+21% +$31.1K ﹤0.01% 978
2023
Q3 		$139K Buy
+17,715
New +$133K ﹤0.01% 813
2019
Q4 		– Sell
-454,456
Closed -$3.97M – 1440
2019
Q3 		$3.97M Sell
454,456
-29,973
-6% -$322K 0.03% 460
2019
Q2 		$5.62M Sell
484,429
-3,897
-0.8% -$52.9K 0.04% 398
2019
Q1 		$7.37M Buy
488,326
+267,303
+121% +$4.19M 0.05% 339
2018
Q4 		$3.29M Sell
221,023
-136,978
-38% -$2.47M 0.03% 452
2018
Q3 		$8.34M Buy
358,001
+5,537
+2% +$124K 0.06% 337
2018
Q2 		$8.27M Buy
352,464
+16,159
+5% +$375K 0.06% 332
2018
Q1 		$8.1M Buy
336,305
+20,104
+6% +$577K 0.06% 332
2017
Q4 		$10M Buy
316,201
+2,844
+0.9% +$85.3K 0.08% 299
2017
Q3 		$9.96M Buy
313,357
+19,082
+6% +$534K 0.08% 282
2017
Q2 		$7.73M Buy
294,275
+20,150
+7% +$489K 0.07% 313
2017
Q1 		$6.68M Buy
274,125
+26,393
+11% +$670K 0.06% 329
2016
Q4 		$6.08M Buy
+247,732
New +$6.32M 0.06% 340

Other funds holding LGF.B

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
MFM
MHR Fund Management New York $1.37B AUM 68.35% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
FBCM
Fort Baker Capital Management Larkspur, California $1.27B AUM 25.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

United Capital Financial Advisors's LGF.B Position: Q1 2024 in Review

United Capital Financial Advisors sold out of Lions Gate Entertainment Corp. Class B Non-Voting Shares (LGF.B) in Q1 2024, closing a stake of 21,348 shares — an estimated $218K sold.

United Capital Financial Advisors first reported a position in LGF.B in Q4 2016 and held it in 14 quarters. The position peaked at $10M in Q4 2017. 191 funds tracked by Wall St. Rank hold LGF.B as of Q1 2024.

  • United Capital Financial Advisors reported no remaining Lions Gate Entertainment Corp. Class B Non-Voting Shares position as of Q1 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 21,348 Lions Gate Entertainment Corp. Class B Non-Voting Shares shares in Q1 2024, an estimated $218K.
  • United Capital Financial Advisors first reported a position in Lions Gate Entertainment Corp. Class B Non-Voting Shares in Q4 2016 and held it in 14 quarters.
  • United Capital Financial Advisors's Lions Gate Entertainment Corp. Class B Non-Voting Shares position peaked at $10M in Q4 2017.
  • 191 funds tracked by Wall St. Rank held Lions Gate Entertainment Corp. Class B Non-Voting Shares as of Q1 2024.

Based on United Capital Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.