Lee Financial’s Advance Auto Parts AAP Stock Holding History

Lee Financial’s Portfolio AAP Stock Details AAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-6,419	Closed	-$781K	–	790
2023 Q1	$781K	Sell	6,419 -1,010	-14%	-$141K	0.13%	68
2022 Q4	$1.09M	Sell	7,429 -1,446	-16%	-$234K	0.19%	61
2022 Q3	$1.39M	Buy	8,875 +12	+0.1%	+$2.19K	0.26%	53
2022 Q2	$1.53M	Buy	8,863 +1,693	+24%	+$336K	0.28%	49
2022 Q1	$1.48M	Buy	7,170 +9	+0.1%	+$1.98K	0.27%	52
2021 Q4	$1.72M	Buy	+7,161	New	+$1.64M	0.32%	44

Other funds holding AAP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lee Financial's AAP Position: Q2 2023 in Review

Lee Financial sold out of Advance Auto Parts (AAP) in Q2 2023, closing a stake of 6,419 shares — an estimated $781K sold.

Lee Financial first reported a position in AAP in Q4 2021 and held it in 6 quarters. The position peaked at $1.72M in Q4 2021. 497 funds tracked by Wall St. Rank hold AAP as of Q2 2023.

Lee Financial reported no remaining Advance Auto Parts position as of Q2 2023 after selling out during the quarter.
Lee Financial sold 6,419 Advance Auto Parts shares in Q2 2023, an estimated $781K.
Lee Financial first reported a position in Advance Auto Parts in Q4 2021 and held it in 6 quarters.
Lee Financial's Advance Auto Parts position peaked at $1.72M in Q4 2021.
497 funds tracked by Wall St. Rank held Advance Auto Parts as of Q2 2023.

Based on Lee Financial's 13F filing for Q2 2023, filed 8 Aug 2023.