Winch Advisory Services’s Stride LRN Stock Holding History

Winch Advisory Services’s Portfolio LRN Stock Details LRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-168	Closed	-$4K	–	441
2020 Q3	$4K	Buy	+168	New	+$6.5K	﹤0.01%	279

Other funds holding LRN

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Winch Advisory Services's LRN Position: Q4 2020 in Review

Winch Advisory Services sold out of Stride (LRN) in Q4 2020, closing a stake of 168 shares — an estimated $4K sold.

Winch Advisory Services first reported a position in LRN in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 171 funds tracked by Wall St. Rank hold LRN as of Q4 2020.

Winch Advisory Services reported no remaining Stride position as of Q4 2020 after selling out during the quarter.
Winch Advisory Services sold 168 Stride shares in Q4 2020, an estimated $4K.
Winch Advisory Services first reported a position in Stride in Q3 2020 and held it in 1 quarter.
Winch Advisory Services's Stride position peaked at $4K in Q3 2020.
171 funds tracked by Wall St. Rank held Stride as of Q4 2020.

Based on Winch Advisory Services's 13F filing for Q4 2020, filed 9 Feb 2021.