Lee Ainslie’s Regions Financial RF Stock Holding History

Lee Ainslie’s Portfolio RF Stock Details RF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-44,918	Closed	-$499K	–	681
2020 Q2	$499K	Buy	+44,918	New	+$478K	0.01%	441
2018 Q3	–	Sell	-393,060	Closed	-$6.99M	–	276
2018 Q2	$6.99M	Buy	+393,060	New	+$7.36M	0.08%	142
2017 Q2	–	Sell	-185,710	Closed	-$2.7M	–	197
2017 Q1	$2.7M	Sell	185,710 -52,470	-22%	-$774K	0.03%	81
2016 Q4	$3.42M	Buy	+238,180	New	+$2.94M	0.04%	40

Other funds holding RF

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lee Ainslie's RF Position: Q3 2020 in Review

Lee Ainslie sold out of Regions Financial (RF) in Q3 2020, closing a stake of 44,918 shares — an estimated $499K sold.

Lee Ainslie first reported a position in RF in Q4 2016 and held it in 4 quarters. The position peaked at $6.99M in Q2 2018. 649 funds tracked by Wall St. Rank hold RF as of Q3 2020.

Lee Ainslie reported no remaining Regions Financial position as of Q3 2020 after selling out during the quarter.
Lee Ainslie sold 44,918 Regions Financial shares in Q3 2020, an estimated $499K.
Lee Ainslie first reported a position in Regions Financial in Q4 2016 and held it in 4 quarters.
Lee Ainslie's Regions Financial position peaked at $6.99M in Q2 2018.
649 funds tracked by Wall St. Rank held Regions Financial as of Q3 2020.

Based on Maverick Capital's 13F filing for Q3 2020, filed 16 Nov 2020.