Herold Advisors’s Leslie's LESL Stock Holding History

Herold Advisors’s Portfolio LESL Stock Details LESL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-25	Closed	-$10K	–	436
2021 Q3	$10K	Buy	+25	New	+$12K	﹤0.01%	590

Other funds holding LESL

CMC

Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Herold Advisors's LESL Position: Q4 2021 in Review

Herold Advisors sold out of Leslie's (LESL) in Q4 2021, closing a stake of 25 shares — an estimated $10K sold.

Herold Advisors first reported a position in LESL in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 227 funds tracked by Wall St. Rank hold LESL as of Q4 2021.

Herold Advisors reported no remaining Leslie's position as of Q4 2021 after selling out during the quarter.
Herold Advisors sold 25 Leslie's shares in Q4 2021, an estimated $10K.
Herold Advisors first reported a position in Leslie's in Q3 2021 and held it in 1 quarter.
Herold Advisors's Leslie's position peaked at $10K in Q3 2021.
227 funds tracked by Wall St. Rank held Leslie's as of Q4 2021.

Based on Herold Advisors's 13F filing for Q4 2021, filed 20 Jan 2022.