LF
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Lee Financial’s Avantor AVTR Stock Holding History

Lee Financial’s Portfolio AVTR Stock Details AVTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,142
Closed -$24.1K – 808
2022
Q4 		$24.1K Hold
1,142
– – ﹤0.01% 317
2022
Q3 		$22K Sell
1,142
-5
-0.4% -$134 ﹤0.01% 318
2022
Q2 		$36K Buy
1,147
+5
+0.4% +$156 0.01% 269
2022
Q1 		$39K Hold
1,142
– – 0.01% 265
2021
Q4 		$48K Hold
1,142
– – 0.01% 261
2021
Q3 		$47K Hold
1,142
– – 0.01% 230
2021
Q2 		$41K Hold
1,142
– – 0.01% 248
2021
Q1 		$33K Hold
1,142
– – 0.01% 258
2020
Q4 		$32K Hold
1,142
– – 0.01% 241
2020
Q3 		$26K Hold
1,142
– – 0.01% 284
2020
Q2 		$19K Buy
+1,142
New +$18.6K 0.01% 279

Other funds holding AVTR

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
NMC
New Mountain Capital New York $139M AUM 26.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Lee Financial's AVTR Position: Q1 2023 in Review

Lee Financial sold out of Avantor (AVTR) in Q1 2023, closing a stake of 1,142 shares — an estimated $24.1K sold.

Lee Financial first reported a position in AVTR in Q2 2020 and held it in 11 quarters. The position peaked at $48K in Q4 2021. 466 funds tracked by Wall St. Rank hold AVTR as of Q1 2023.

  • Lee Financial reported no remaining Avantor position as of Q1 2023 after selling out during the quarter.
  • Lee Financial sold 1,142 Avantor shares in Q1 2023, an estimated $24.1K.
  • Lee Financial first reported a position in Avantor in Q2 2020 and held it in 11 quarters.
  • Lee Financial's Avantor position peaked at $48K in Q4 2021.
  • 466 funds tracked by Wall St. Rank held Avantor as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.