Lee Ainslie - Maverick Capital

Holding/activity history for  LPL Financial Holdings Inc. (LPLA)

PeriodShares% of PortfolioActivity% Change to PortfolioReported Price
2023   Q4 485,100 2.28 Buy 2.28 $227.62
2022   Q3 0 0 Sell 100.00% 0.93
2022   Q2 201,371 0.93 Reduce 47.70% 0.85 $184.48
2022   Q1 385,067 1.26 Reduce 19.62% 0.31 $182.68
2021   Q4 479,077 0.93 Reduce 7.82% 0.08 $160.09
2021   Q3 519,745 0.90 Reduce 15.50% 0.17 $156.76
2021   Q2 615,069 0.78 Reduce 27.81% 0.30 $134.98
2021   Q1 852,007 1.14 Add 16373.45% 1.13 $142.16
2020   Q4 5,172 0.01 Reduce 69.06% 0.02 $104.22
2020   Q3 16,718 0.02 Reduce 38.31% 0.01 $76.68
2020   Q2 27,101 0.04 Add 10.63% 0.00 $78.41
2020   Q1 24,496 0.03 Reduce 50.16% 0.03 $54.42
2019   Q4 49,148 0.07 Reduce 27.65% 0.03 $92.25
2019   Q3 67,934 0.08 Reduce 1.76% 0.00 $81.90
2019   Q2 69,150 0.08 Reduce 23.47% 0.02 $81.58
2019   Q1 90,360 0.08 Buy 0.08 $69.65
2017   Q4 0 0 Sell 100.00% 0.04
2017   Q3 67,770 0.04 Add 14.81% 0.01 $51.57
2017   Q2 59,030 0.03 Reduce 17.61% 0.01 $42.45
2017   Q1 71,650 0.04 Buy 0.04 $39.83