LCM
FDC

Lee Capital Management’s First Data Corporation FDC Stock Holding History

Lee Capital Management’s Portfolio FDC Stock Details FDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$2.4M Buy
150,000
+100,000
+200% +$1.66M 1.81% 17
2017
Q4 		$836K Buy
+50,000
New +$859K 0.71% 50

Other funds holding FDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return

Lee Capital Management's FDC Position: Q1 2018 in Review

Lee Capital Management increased its First Data Corporation (FDC) stake by 200% in Q1 2018, buying an estimated $1.66M and bringing the position to 150,000 shares worth $2.4M. The position accounts for 1.81% of the portfolio, ranked #17.

Lee Capital Management first reported a position in FDC in Q4 2017 and has held it in 2 quarters since. 363 funds tracked by Wall St. Rank hold FDC as of Q1 2018.

  • Lee Capital Management held 150,000 shares of First Data Corporation worth $2.4M as of Q1 2018.
  • Lee Capital Management bought 100,000 First Data Corporation shares in Q1 2018, an estimated $1.66M.
  • First Data Corporation made up 1.81% of Lee Capital Management's portfolio in Q1 2018, its #17 holding.
  • Lee Capital Management first reported a position in First Data Corporation in Q4 2017 and has held it in 2 quarters since.
  • 363 funds tracked by Wall St. Rank held First Data Corporation as of Q1 2018.

Based on Lee Capital Management's 13F filing for Q1 2018, filed 11 May 2018.