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USA Financial Formulas’s Limbach Holdings LMB Stock Holding History

USA Financial Formulas’s Portfolio LMB Stock Details LMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,703
Closed -$77.4K – 371
2023
Q4 		$77.4K Buy
1,703
+1,690
+13,000% +$60.7K 0.01% 178
2023
Q3 		$412 Buy
+13
New +$393 ﹤0.01% 463

Other funds holding LMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

USA Financial Formulas's LMB Position: Q1 2024 in Review

USA Financial Formulas sold out of Limbach Holdings (LMB) in Q1 2024, closing a stake of 1,703 shares — an estimated $77.4K sold.

USA Financial Formulas first reported a position in LMB in Q3 2023 and held it in 2 quarters. The position peaked at $77.4K in Q4 2023. 125 funds tracked by Wall St. Rank hold LMB as of Q1 2024.

  • USA Financial Formulas reported no remaining Limbach Holdings position as of Q1 2024 after selling out during the quarter.
  • USA Financial Formulas sold 1,703 Limbach Holdings shares in Q1 2024, an estimated $77.4K.
  • USA Financial Formulas first reported a position in Limbach Holdings in Q3 2023 and held it in 2 quarters.
  • USA Financial Formulas's Limbach Holdings position peaked at $77.4K in Q4 2023.
  • 125 funds tracked by Wall St. Rank held Limbach Holdings as of Q1 2024.

Based on USA Financial Formulas's 13F filing for Q1 2024, filed 30 Apr 2024.