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University of Notre Dame du Lac’s LPL Financial LPLA Stock Holding History

University of Notre Dame du Lac’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
2020
Q1 		– Sell
-89,235
Closed -$8.23M – 60
2019
Q4 		$8.23M Buy
+89,235
New +$7.66M 2.6% 18

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

University of Notre Dame du Lac's LPLA Position: Q1 2020 in Review

University of Notre Dame du Lac sold out of LPL Financial (LPLA) in Q1 2020, closing a stake of 89,235 shares — an estimated $8.23M sold.

University of Notre Dame du Lac first reported a position in LPLA in Q4 2019 and held it in 1 quarter. The position peaked at $8.23M in Q4 2019. 298 funds tracked by Wall St. Rank hold LPLA as of Q1 2020.

  • University of Notre Dame du Lac reported no remaining LPL Financial position as of Q1 2020 after selling out during the quarter.
  • University of Notre Dame du Lac sold 89,235 LPL Financial shares in Q1 2020, an estimated $8.23M.
  • University of Notre Dame du Lac first reported a position in LPL Financial in Q4 2019 and held it in 1 quarter.
  • University of Notre Dame du Lac's LPL Financial position peaked at $8.23M in Q4 2019.
  • 298 funds tracked by Wall St. Rank held LPL Financial as of Q1 2020.

Based on University of Notre Dame du Lac's 13F filing for Q1 2020, filed 15 May 2020.