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Lee Capital Management’s Fair Isaac FICO Stock Holding History

Lee Capital Management’s Portfolio FICO Stock Details FICO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-18,521
Closed -$2.6M – 78
2017
Q3 		$2.6M Buy
18,521
+6,000
+48% +$840K 2.11% 10
2017
Q2 		$1.75M Hold
12,521
– – 1.55% 27
2017
Q1 		$1.61M Buy
12,521
+2,921
+30% +$371K 1.44% 29
2016
Q4 		$1.15M Buy
+9,600
New +$1.14M 1.08% 38

Other funds holding FICO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lee Capital Management's FICO Position: Q4 2017 in Review

Lee Capital Management sold out of Fair Isaac (FICO) in Q4 2017, closing a stake of 18,521 shares — an estimated $2.6M sold.

Lee Capital Management first reported a position in FICO in Q4 2016 and held it in 4 quarters. The position peaked at $2.6M in Q3 2017. 278 funds tracked by Wall St. Rank hold FICO as of Q4 2017.

  • Lee Capital Management reported no remaining Fair Isaac position as of Q4 2017 after selling out during the quarter.
  • Lee Capital Management sold 18,521 Fair Isaac shares in Q4 2017, an estimated $2.6M.
  • Lee Capital Management first reported a position in Fair Isaac in Q4 2016 and held it in 4 quarters.
  • Lee Capital Management's Fair Isaac position peaked at $2.6M in Q3 2017.
  • 278 funds tracked by Wall St. Rank held Fair Isaac as of Q4 2017.

Based on Lee Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.