Current Value of Holding

$30.7 Million

Shares

114 Thousand

% of Portfolio

0.09%

Average Buy Price

$207

Avg closing price
Price range

9 Ron Baron LPL Financial Holdings Trades

Ron Baron's position in LPL Financial Holdings is currently worth $30.7 Million. That's 0.09% of their equity portfolio (160th largest holding). The first LPL Financial Holdings trade was made in Q4 2021. Since then Ron Baron bought shares seven more times and sold shares on one occasions. The stake costed the investor $23.6 Million, netting the investor a gain of 30% so far.

Avg closing price
Price range
Increased shares by 3.2% (+3.5 Thousand shares) Q4 2023
Avg closing price $224.79
Price range $209.89 - $239.77
Increased shares by 1.2% (+1.27 Thousand shares) Q3 2023
Avg closing price $232.22
Price range $218.49 - $247.52
Increased shares by 12.9% (+12.4 Thousand shares) Q2 2023
Avg closing price $200.25
Price range $180.95 - $217.90
Increased shares by 91.7% (+46.2 Thousand shares) Q1 2023
Avg closing price $228.60
Price range $192.00 - $255.57
Sold 26.6% shares (-18.3 Thousand shares) Q4 2022
Avg closing price $233.77
Price range $206.94 - $269.17
Increased shares by 44.9% (+21.3 Thousand shares) Q3 2022
Avg closing price $212.68
Price range $172.53 - $233.20
Increased shares by 291.7% (+35.3 Thousand shares) Q2 2022
Avg closing price $189.92
Price range $167.48 - $218.52
Increased shares by 15.2% (+1.6 Thousand shares) Q1 2022
Avg closing price $174.14
Price range $143.67 - $190.77
New holding (+10.5 Thousand shares) Q4 2021
Avg closing price $165.05
Price range $152.65 - $175.02

News about LPL Financial Holdings Inc and Ron Baron

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