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Lee Financial’s Alkermes ALKS Stock Holding History

Lee Financial’s Portfolio ALKS Stock Details ALKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-240
Closed -$10K – 438
2018
Q3 		$10K Sell
240
-50
-17% -$2.17K ﹤0.01% 320
2018
Q2 		$12K Buy
290
+117
+68% +$5.33K ﹤0.01% 439
2018
Q1 		$10K Sell
173
-7
-4% -$410 ﹤0.01% 461
2017
Q4 		$10K Buy
+180
New +$9.19K ﹤0.01% 315

Other funds holding ALKS

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WIM
Woodford Investment Management London, United Kingdom $310M AUM 17.41% 1-Year Est. Return

Lee Financial's ALKS Position: Q4 2018 in Review

Lee Financial sold out of Alkermes (ALKS) in Q4 2018, closing a stake of 240 shares — an estimated $10K sold.

Lee Financial first reported a position in ALKS in Q4 2017 and held it in 4 quarters. The position peaked at $12K in Q2 2018. 238 funds tracked by Wall St. Rank hold ALKS as of Q4 2018.

  • Lee Financial reported no remaining Alkermes position as of Q4 2018 after selling out during the quarter.
  • Lee Financial sold 240 Alkermes shares in Q4 2018, an estimated $10K.
  • Lee Financial first reported a position in Alkermes in Q4 2017 and held it in 4 quarters.
  • Lee Financial's Alkermes position peaked at $12K in Q2 2018.
  • 238 funds tracked by Wall St. Rank held Alkermes as of Q4 2018.

Based on Lee Financial's 13F filing for Q4 2018, filed 11 Feb 2019.