Number of Shares
123,333.00
Current Holdings Value*
$40.35 Mil
% of Portfolio
2.19%
Total Estimate Gain
$30.80 Mil
% of Total Estimate Gain
32.56%

Coronation Fund Managers Ltd.'s LPL Financial Holdings Inc Holding Summary

As of 2025-03-31, Coronation Fund Managers Ltd. held 123,333.00 shares of LPL Financial Holdings Inc(LPLA), totaling $40.35 Mil. This investment constitutes 2.19% of their stock portfolio, and Coronation Fund Managers Ltd. now holds 0.15% of the outstanding LPL Financial Holdings Inc(LPLA) stock.

The initial trade took place in 2022Q4. And since then Coronation Fund Managers Ltd. has made 6 purchases of LPLA, at an average price of $238.28, for a total of 397,015.00 shares. In addition, there have been 4 sales at an average price of $290.59 for 273,682.00 shares. Based on historical transaction data and LPLA's current price of $371.97, Coronation Fund Managers Ltd.'s estimated gain on his LPLA holdings is $30.80 Mil, reflecting a 32.56% gain to date.

Coronation Fund Managers Ltd. LPLA ($371.97) Holding Chart

Coronation Fund Managers Ltd. LPLA ($371.97) 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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