Lee Financial Group Hawaii’s Logitech LOGI Stock Holding History

Lee Financial Group Hawaii’s Portfolio LOGI Stock Details LOGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-3,128	Closed	-$276K	–	37
2021 Q3	$276K	Hold	3,128	–	–	0.2%	35
2021 Q2	$378K	Sell	3,128 -1	-0%	-$117	0.27%	31
2021 Q1	$327K	Sell	3,129 -50,459	-94%	-$5.31M	0.27%	25
2020 Q4	$5.21M	Sell	53,588 -2,735	-5%	-$236K	4.39%	8
2020 Q3	$4.38M	Sell	56,323 -456	-0.8%	-$32.6K	3.64%	9
2020 Q2	$3.71M	Buy	+56,779	New	+$3.02M	3.19%	13

Other funds holding LOGI

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Lee Financial Group Hawaii's LOGI Position: Q4 2021 in Review

Lee Financial Group Hawaii sold out of Logitech (LOGI) in Q4 2021, closing a stake of 3,128 shares — an estimated $276K sold.

Lee Financial Group Hawaii first reported a position in LOGI in Q2 2020 and held it in 6 quarters. The position peaked at $5.21M in Q4 2020. 290 funds tracked by Wall St. Rank hold LOGI as of Q4 2021.

Lee Financial Group Hawaii reported no remaining Logitech position as of Q4 2021 after selling out during the quarter.
Lee Financial Group Hawaii sold 3,128 Logitech shares in Q4 2021, an estimated $276K.
Lee Financial Group Hawaii first reported a position in Logitech in Q2 2020 and held it in 6 quarters.
Lee Financial Group Hawaii's Logitech position peaked at $5.21M in Q4 2020.
290 funds tracked by Wall St. Rank held Logitech as of Q4 2021.

Based on Lee Financial Group Hawaii's 13F filing for Q4 2021, filed 8 Feb 2022.