Steve Mandel LPLA Holdings History

Number of Shares
1.76 Mil
Current Holdings Value*
$577.08 Mil
% of Portfolio
4.98%
Total Estimate Gain
$301.13 Mil
% of Total Estimate Gain
29.26%

Steve Mandel's LPL Financial Holdings Inc Holding Summary

As of 2025-03-31, Lone Pine Capital held 1.76 Mil shares of LPL Financial Holdings Inc(LPLA), totaling $577.08 Mil. This investment constitutes 4.98% of their stock portfolio, and Lone Pine Capital now holds 2.21% of the outstanding LPL Financial Holdings Inc(LPLA) stock.

The initial trade took place in 2014Q1. And since then Steve Mandel has made 5 purchases of LPLA, at an average price of $89.71, for a total of 11.47 Mil shares. In addition, there have been 7 sales at an average price of $69.44 for 9.71 Mil shares. Based on historical transaction data and LPLA's current price of $371.97, Steve Mandel's estimated gain on his LPLA holdings is $301.13 Mil, reflecting a 29.26% gain to date.

Steve Mandel LPLA ($371.97) Holding Chart

Steve Mandel 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 %

Top Ranked Articles

  • 1