Number of Shares
354,770.00
Current Holdings Value*
$116.06 Mil
% of Portfolio
2.21%
Total Estimate Gain
$188.19 Mil
% of Total Estimate Gain
160.23%

Carillon Eagle Mid Cap Growth Fund's LPL Financial Holdings Inc Holding Summary

As of 2025-03-31, CARILLON SERIES TRUST held 354,770.00 shares of LPL Financial Holdings Inc(LPLA), totaling $116.06 Mil. This investment constitutes 2.21% of their stock portfolio, and CARILLON SERIES TRUST now holds 0.44% of the outstanding LPL Financial Holdings Inc(LPLA) stock.

The initial trade took place in 2019Q4. And since then Carillon Eagle Mid Cap Growth Fund has made 2 purchases of LPLA, at an average price of $99.31, for a total of 1.18 Mil shares. In addition, there have been 12 sales at an average price of $213.08 for 827,926.00 shares. Based on historical transaction data and LPLA's current price of $364.27, Carillon Eagle Mid Cap Growth Fund's estimated gain on his LPLA holdings is $188.19 Mil, reflecting a 160.23% gain to date.

Carillon Eagle Mid Cap Growth Fund LPLA ($364.27) Holding Chart

Carillon Eagle Mid Cap Growth Fund LPLA ($364.27) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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