Lee Financial’s American Homes 4 Rent AMH Stock Holding History

Lee Financial’s Portfolio AMH Stock Details AMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-58	Closed	-$1.96K	–	863
2023 Q3	$1.96K	Hold	58	–	–	﹤0.01%	688
2023 Q2	$2.06K	Buy	+58	New	+$1.97K	﹤0.01%	656
2022 Q4	–	Sell	-56	Closed	-$2K	–	933
2022 Q3	$2K	Hold	56	–	–	﹤0.01%	644
2022 Q2	$2K	Buy	+56	New	+$2.12K	﹤0.01%	661
2022 Q1	–	Sell	-10	Closed	–	–	762
2021 Q4	$0	Buy	+10	New	+$406	﹤0.01%	902
2018 Q3	–	Sell	-293	Closed	-$6K	–	470
2018 Q2	$6K	Buy	293 +13	+5%	+$266	﹤0.01%	580
2018 Q1	$6K	Buy	+280	New	+$5.57K	﹤0.01%	585

Other funds holding AMH

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

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

Norges Bank Oslo, Norway $1T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Lee Financial's AMH Position: Q4 2023 in Review

Lee Financial sold out of American Homes 4 Rent (AMH) in Q4 2023, closing a stake of 58 shares — an estimated $1.96K sold.

Lee Financial first reported a position in AMH in Q1 2018 and held it in 7 quarters. The position peaked at $6K in Q2 2018. 425 funds tracked by Wall St. Rank hold AMH as of Q4 2023.

Lee Financial reported no remaining American Homes 4 Rent position as of Q4 2023 after selling out during the quarter.
Lee Financial sold 58 American Homes 4 Rent shares in Q4 2023, an estimated $1.96K.
Lee Financial first reported a position in American Homes 4 Rent in Q1 2018 and held it in 7 quarters.
Lee Financial's American Homes 4 Rent position peaked at $6K in Q2 2018.
425 funds tracked by Wall St. Rank held American Homes 4 Rent as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.