Valeo Financial Advisors’s Laureate Education LAUR Stock Holding History

Valeo Financial Advisors’s Portfolio LAUR Stock Details LAUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-430	Closed	-$4K	–	1891
2020 Q2	$4K	Hold	430	–	–	﹤0.01%	1595
2020 Q1	$4K	Hold	430	–	–	﹤0.01%	1357
2019 Q4	$8K	Buy	+430	New	+$7.08K	﹤0.01%	1167
2018 Q4	–	Sell	-20	Closed	-$299	–	1615
2018 Q3	$0	Hold	20	–	–	﹤0.01%	1822
2018 Q2	$0	Hold	20	–	–	﹤0.01%	1695
2018 Q1	$0	Hold	20	–	–	﹤0.01%	1579
2017 Q4	$0	Buy	+20	New	+$262	﹤0.01%	1410

Other funds holding LAUR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.47B AUM 86.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

NTCM

Nut Tree Capital Management New York $419M AUM 65.06% 1-Year Est. Return

Valeo Financial Advisors's LAUR Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Laureate Education (LAUR) in Q3 2020, closing a stake of 430 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in LAUR in Q4 2017 and held it in 7 quarters. The position peaked at $8K in Q4 2019. 128 funds tracked by Wall St. Rank hold LAUR as of Q3 2020.

Valeo Financial Advisors reported no remaining Laureate Education position as of Q3 2020 after selling out during the quarter.
Valeo Financial Advisors sold 430 Laureate Education shares in Q3 2020, an estimated $4K.
Valeo Financial Advisors first reported a position in Laureate Education in Q4 2017 and held it in 7 quarters.
Valeo Financial Advisors's Laureate Education position peaked at $8K in Q4 2019.
128 funds tracked by Wall St. Rank held Laureate Education as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.