Lee Financial Group Hawaii’s Spotify SPOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-17,148	Closed	-$4.43M	–	43
2020 Q2	$4.43M	Buy	+17,148	New	+$2.94M	3.81%	8

Other funds holding SPOT

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $16.9B AUM 36.16% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lee Financial Group Hawaii's SPOT Position: Q3 2020 in Review

Lee Financial Group Hawaii sold out of Spotify (SPOT) in Q3 2020, closing a stake of 17,148 shares — an estimated $4.43M sold.

Lee Financial Group Hawaii first reported a position in SPOT in Q2 2020 and held it in 1 quarter. The position peaked at $4.43M in Q2 2020. 525 funds tracked by Wall St. Rank hold SPOT as of Q3 2020.

Lee Financial Group Hawaii reported no remaining Spotify position as of Q3 2020 after selling out during the quarter.
Lee Financial Group Hawaii sold 17,148 Spotify shares in Q3 2020, an estimated $4.43M.
Lee Financial Group Hawaii first reported a position in Spotify in Q2 2020 and held it in 1 quarter.
Lee Financial Group Hawaii's Spotify position peaked at $4.43M in Q2 2020.
525 funds tracked by Wall St. Rank held Spotify as of Q3 2020.

Based on Lee Financial Group Hawaii's 13F filing for Q3 2020, filed 27 Oct 2020.