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Lee Financial’s Academy Sports + Outdoors ASO Stock Holding History

Lee Financial’s Portfolio ASO Stock Details ASO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10
Closed -$661 – 201
2023
Q4 		$661 Sell
10
-27
-73% -$1.37K ﹤0.01% 816
2023
Q3 		$1.75K Hold
37
– – ﹤0.01% 713
2023
Q2 		$2K Buy
+37
New +$2.13K ﹤0.01% 664

Other funds holding ASO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Lee Financial's ASO Position: Q1 2024 in Review

Lee Financial sold out of Academy Sports + Outdoors (ASO) in Q1 2024, closing a stake of 10 shares — an estimated $661 sold.

Lee Financial first reported a position in ASO in Q2 2023 and held it in 3 quarters. The position peaked at $2K in Q2 2023. 372 funds tracked by Wall St. Rank hold ASO as of Q1 2024.

  • Lee Financial reported no remaining Academy Sports + Outdoors position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 10 Academy Sports + Outdoors shares in Q1 2024, an estimated $661.
  • Lee Financial first reported a position in Academy Sports + Outdoors in Q2 2023 and held it in 3 quarters.
  • Lee Financial's Academy Sports + Outdoors position peaked at $2K in Q2 2023.
  • 372 funds tracked by Wall St. Rank held Academy Sports + Outdoors as of Q1 2024.

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