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Lee Financial Group Hawaii’s Emergent Biosolutions EBS Stock Holding History

Lee Financial Group Hawaii’s Portfolio EBS Stock Details EBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-7,085
Closed -$635K – 32
2020
Q4 		$635K Sell
7,085
-269
-4% -$24.7K 0.54% 29
2020
Q3 		$760K Sell
7,354
-1,272
-15% -$137K 0.63% 28
2020
Q2 		$682K Buy
+8,626
New +$643K 0.59% 28

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Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lee Financial Group Hawaii's EBS Position: Q1 2021 in Review

Lee Financial Group Hawaii sold out of Emergent Biosolutions (EBS) in Q1 2021, closing a stake of 7,085 shares — an estimated $635K sold.

Lee Financial Group Hawaii first reported a position in EBS in Q2 2020 and held it in 3 quarters. The position peaked at $760K in Q3 2020. 339 funds tracked by Wall St. Rank hold EBS as of Q1 2021.

  • Lee Financial Group Hawaii reported no remaining Emergent Biosolutions position as of Q1 2021 after selling out during the quarter.
  • Lee Financial Group Hawaii sold 7,085 Emergent Biosolutions shares in Q1 2021, an estimated $635K.
  • Lee Financial Group Hawaii first reported a position in Emergent Biosolutions in Q2 2020 and held it in 3 quarters.
  • Lee Financial Group Hawaii's Emergent Biosolutions position peaked at $760K in Q3 2020.
  • 339 funds tracked by Wall St. Rank held Emergent Biosolutions as of Q1 2021.

Based on Lee Financial Group Hawaii's 13F filing for Q1 2021, filed 10 May 2021.