Portfolio changes · featured 13Fs

Activity

Moves in LPLA across featured managers — New / Exit / Add / Reduce.

7 managers with a move of 137 featured filed through 14 Aug managers newest 13Fs

LPLA · reduce · all sizes

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 2
LPLA	Reduce	Stephen Mandel - Lone Pine Capital	−2.82%	−40.5% sh	Q1→Q2
LPLA	Reduce	Ron Baron - Bamco Inc. (Baron Capital)	−0.06%	−6.2% sh	Q1→Q2

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home