ZDA
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Zweig-DiMenna Associates’s LPL Financial LPLA Stock Holding History

Zweig-DiMenna Associates’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
2019
Q1 		– Sell
-216,275
Closed -$13.2M – 123
2018
Q4 		$13.2M Sell
216,275
-33,620
-13% -$2.05M 1.33% 21
2018
Q3 		$16.1M Buy
249,895
+33,620
+16% +$2.23M 1.38% 23
2018
Q2 		$14.2M Sell
216,275
-79,290
-27% -$5.21M 1.15% 40
2018
Q1 		$18.1M Sell
295,565
-45,687
-13% -$2.83M 1.73% 19
2017
Q4 		$19.5M Sell
341,252
-51,417
-13% -$2.71M 2.41% 9
2017
Q3 		$20.3M Buy
+392,669
New +$18.1M 1.81% 17
2017
Q1 		– Sell
-7,200
Closed -$254K – 206
2016
Q4 		$254K Buy
+7,200
New +$252K 0.02% 171

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Vanguard Group
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
FPA
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return