Lee Financial’s American Woodmark AMWD Stock Holding History

Lee Financial’s Portfolio AMWD Stock Details AMWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-41	Closed	-$3.81K	–	183
2023 Q4	$3.81K	Buy	+41	New	+$3.19K	﹤0.01%	599

Other funds holding AMWD

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Lee Financial's AMWD Position: Q1 2024 in Review

Lee Financial sold out of American Woodmark (AMWD) in Q1 2024, closing a stake of 41 shares — an estimated $3.81K sold.

Lee Financial first reported a position in AMWD in Q4 2023 and held it in 1 quarter. The position peaked at $3.81K in Q4 2023. 235 funds tracked by Wall St. Rank hold AMWD as of Q1 2024.

Lee Financial reported no remaining American Woodmark position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 41 American Woodmark shares in Q1 2024, an estimated $3.81K.
Lee Financial first reported a position in American Woodmark in Q4 2023 and held it in 1 quarter.
Lee Financial's American Woodmark position peaked at $3.81K in Q4 2023.
235 funds tracked by Wall St. Rank held American Woodmark as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.