IFAM
LESL

Institutional & Family Asset Management’s Leslie's LESL Stock Holding History

Institutional & Family Asset Management’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
2024
Q2 		$3.15K Hold
38
– – ﹤0.01% 548
2024
Q1 		$4.88K Hold
38
– – ﹤0.01% 498
2023
Q4 		$5.19K Hold
38
– – ﹤0.01% 476
2023
Q3 		$4.25K Buy
38
+16
+73% +$2.09K ﹤0.01% 484
2023
Q2 		$4.16K Hold
22
– – ﹤0.01% 502
2023
Q1 		$4.88K Hold
22
– – ﹤0.01% 482
2022
Q4 		$5.41K Buy
22
+5
+29% +$1.39K ﹤0.01% 458
2022
Q3 		$5K Hold
17
– – ﹤0.01% 480
2022
Q2 		$5K Hold
17
– – ﹤0.01% 491
2022
Q1 		$7K Buy
17
+10
+143% +$4.16K ﹤0.01% 495
2021
Q4 		$3K Sell
7
-7
-50% -$3.02K ﹤0.01% 631
2021
Q3 		$6K Hold
14
– – ﹤0.01% 632
2021
Q2 		$8K Hold
14
– – ﹤0.01% 636
2021
Q1 		$7K Buy
14
+3
+27% +$1.53K ﹤0.01% 623
2020
Q4 		$6K Buy
+11
New +$4.95K ﹤0.01% 616

Other funds holding LESL

AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
CCM
Clearfield Capital Management New York $143M AUM 158.48% 1-Year Est. Return

Institutional & Family Asset Management's LESL Position: Q2 2024 in Review

Institutional & Family Asset Management held its Leslie's (LESL) position steady in Q2 2024 at 38 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Institutional & Family Asset Management first reported a position in LESL in Q4 2020 and has held it in 15 quarters since. The position peaked at $8K in Q2 2021. 225 funds tracked by Wall St. Rank hold LESL as of Q2 2024.

  • Institutional & Family Asset Management held 38 shares of Leslie's worth $3.15K as of Q2 2024.
  • Institutional & Family Asset Management left its Leslie's share count unchanged in Q2 2024.
  • Leslie's made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #548 holding.
  • Institutional & Family Asset Management first reported a position in Leslie's in Q4 2020 and has held it in 15 quarters since.
  • Institutional & Family Asset Management's Leslie's position peaked at $8K in Q2 2021.
  • 225 funds tracked by Wall St. Rank held Leslie's as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.