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Willis Johnson & Associates’s loanDepot LDI Stock Holding History

Willis Johnson & Associates’s Portfolio LDI Stock Details LDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11,875
Closed -$25.2K – 137
2023
Q2 		$25.2K Hold
11,875
– – ﹤0.01% 129
2023
Q1 		$19.1K Hold
11,875
– – ﹤0.01% 118
2022
Q4 		$19.6K Hold
11,875
– – ﹤0.01% 117
2022
Q3 		$16K Hold
11,875
– – ﹤0.01% 101
2022
Q2 		$17K Hold
11,875
– – ﹤0.01% 98
2022
Q1 		$49K Buy
+11,875
New +$51.6K 0.01% 99

Other funds holding LDI

CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Willis Johnson & Associates's LDI Position: Q3 2023 in Review

Willis Johnson & Associates sold out of loanDepot (LDI) in Q3 2023, closing a stake of 11,875 shares — an estimated $25.2K sold.

Willis Johnson & Associates first reported a position in LDI in Q1 2022 and held it in 6 quarters. The position peaked at $49K in Q1 2022. 48 funds tracked by Wall St. Rank hold LDI as of Q3 2023.

  • Willis Johnson & Associates reported no remaining loanDepot position as of Q3 2023 after selling out during the quarter.
  • Willis Johnson & Associates sold 11,875 loanDepot shares in Q3 2023, an estimated $25.2K.
  • Willis Johnson & Associates first reported a position in loanDepot in Q1 2022 and held it in 6 quarters.
  • Willis Johnson & Associates's loanDepot position peaked at $49K in Q1 2022.
  • 48 funds tracked by Wall St. Rank held loanDepot as of Q3 2023.

Based on Willis Johnson & Associates's 13F filing for Q3 2023, filed 25 Oct 2023.