Lee Financial’s Aptiv APTV Stock Holding History

Lee Financial’s Portfolio APTV Stock Details APTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-50	Closed	-$4.49K	–	192
2023 Q4	$4.49K	Sell	50 -28	-36%	-$2.41K	﹤0.01%	570
2023 Q3	$7.69K	Hold	78	–	–	﹤0.01%	447
2023 Q2	$7.96K	Buy	78 +28	+56%	+$2.77K	﹤0.01%	445
2023 Q1	$5.61K	Hold	50	–	–	﹤0.01%	513
2022 Q4	$4.66K	Hold	50	–	–	﹤0.01%	557
2022 Q3	$4K	Sell	50 -26	-34%	-$2.49K	﹤0.01%	559
2022 Q2	$6K	Buy	76 +49	+181%	+$5K	﹤0.01%	520
2022 Q1	$3K	Sell	27 -11	-29%	-$1.46K	﹤0.01%	555
2021 Q4	$6K	Hold	38	–	–	﹤0.01%	566
2021 Q3	$6K	Buy	38 +20	+111%	+$3.11K	﹤0.01%	472
2021 Q2	$3K	Buy	+18	New	+$2.64K	﹤0.01%	496

Other funds holding APTV

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geode Capital Management

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Capital World Investors

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