Winslow Capital Management, LLC LPLA Holdings History
Number of Shares
1.46 Mil
Current Holdings Value*
$476.87 Mil
% of Portfolio
1.9%
Total Estimate Gain
$24.37 Mil
% of Total Estimate Gain
4.80%
Winslow Capital Management, LLC's LPL Financial Holdings Inc Holding Summary
As of 2025-03-31, Winslow Capital Management, LLC held 1.46 Mil shares of LPL Financial Holdings Inc(LPLA), totaling $476.87 Mil. This investment constitutes 1.9% of their stock portfolio, and Winslow Capital Management, LLC now holds 1.82% of the outstanding LPL Financial Holdings Inc(LPLA) stock.
The initial trade took place in 2025Q1. And since then Winslow Capital Management, LLC has made 1 purchases of LPLA, at an average price of $348.21, for a total of 1.46 Mil shares. Based on historical transaction data and LPLA's current price of $364.93, Winslow Capital Management, LLC's estimated gain on his LPLA holdings is $24.37 Mil, reflecting a 4.80% gain to date.
Winslow Capital Management, LLC LPLA ($364.93) Holding Chart
Winslow Capital Management, LLC LPLA ($364.93) 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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