Joel Greenblatt - Gotham Asset Management
Holding/activity history for LPL Financial Holdings Inc. (LPLA)
← All LPLA superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2021 Q3 | 0 | 0.00 | Sell 100.00% | 0.01 | $127.03–161.87 · VW $144.87i | SEC | |
| 2021 Q2 | 1,925 | 0.01 | Add 1.42% | <0.01 | $134.34–159.74 · VW $145.39i | $260,000 | SEC |
| 2021 Q1 | 1,898 | 0.01 | Buy | 0.01 | $101.90–147.69 · VW $126.16i | $270,000 | SEC |
| 2019 Q3 | 0 | 0.00 | Sell 100.00% | <0.01 | $70.08–89.89 · VW $80.43i | SEC | |
| 2019 Q2 | 6,862 | <0.01 | Add 65.03% | <0.01 | $69.75–86.09 · VW $78.44i | $560,000 | SEC |
| 2019 Q1 | 4,158 | <0.01 | Buy | <0.01 | $59.48–79.34 · VW $71.71i | $290,000 | SEC |
| 2017 Q1 | 0 | 0.00 | Sell 100.00% | <0.01 | $35.23–41.99 · VW $39.42i | SEC | |
| 2016 Q4 | 6,274 | <0.01 | Reduce 34.04% | <0.01 | $29.09–42.86 · VW $35.78i | $221,000 | SEC |
| 2016 Q3 | 9,512 | <0.01 | Reduce 28.63% | <0.01 | $20.51–30.56 · VW $27.13i | $285,000 | SEC |
| 2016 Q2 | 13,328 | <0.01 | Add 3.76% | <0.01 | $20.95–28.77 · VW $25.33i | $300,000 | SEC |
| 2016 Q1 | 12,845 | <0.01 | Buy | <0.01 | $15.38–43.89 · VW $25.62i | $319,000 | SEC |
Price snapshot:
Current price$321.06
52-week low$260.15
52-week high$402.11