Lee Financial’s Arcosa ACA Stock Holding History

Lee Financial’s Portfolio ACA Stock Details ACA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-348	Closed	-$22K	–	792
2023 Q1	$22K	Hold	348	–	–	﹤0.01%	294
2022 Q4	$18.9K	Hold	348	–	–	﹤0.01%	348
2022 Q3	$20K	Hold	348	–	–	﹤0.01%	329
2022 Q2	$16K	Hold	348	–	–	﹤0.01%	364
2022 Q1	$20K	Hold	348	–	–	﹤0.01%	337
2021 Q4	$18K	Hold	348	–	–	﹤0.01%	388
2021 Q3	$17K	Hold	348	–	–	﹤0.01%	350
2021 Q2	$20K	Hold	348	–	–	﹤0.01%	322
2021 Q1	$23K	Hold	348	–	–	0.01%	285
2020 Q4	$19K	Hold	348	–	–	﹤0.01%	291
2020 Q3	$15K	Hold	348	–	–	﹤0.01%	341
2020 Q2	$15K	Hold	348	–	–	﹤0.01%	308
2020 Q1	$14K	Hold	348	–	–	﹤0.01%	255
2019 Q4	$16K	Hold	348	–	–	﹤0.01%	274
2019 Q3	$12K	Hold	348	–	–	﹤0.01%	313
2019 Q2	$13K	Hold	348	–	–	﹤0.01%	310
2019 Q1	$11K	Hold	348	–	–	﹤0.01%	320
2018 Q4	$10K	Buy	+348	New	+$9.56K	﹤0.01%	284

Other funds holding ACA

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lee Financial's ACA Position: Q2 2023 in Review

Lee Financial sold out of Arcosa (ACA) in Q2 2023, closing a stake of 348 shares — an estimated $22K sold.

Lee Financial first reported a position in ACA in Q4 2018 and held it in 18 quarters. The position peaked at $23K in Q1 2021. 289 funds tracked by Wall St. Rank hold ACA as of Q2 2023.

Lee Financial reported no remaining Arcosa position as of Q2 2023 after selling out during the quarter.
Lee Financial sold 348 Arcosa shares in Q2 2023, an estimated $22K.
Lee Financial first reported a position in Arcosa in Q4 2018 and held it in 18 quarters.
Lee Financial's Arcosa position peaked at $23K in Q1 2021.
289 funds tracked by Wall St. Rank held Arcosa as of Q2 2023.

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