Lee Financial’s Axalta AXTA Stock Holding History

Lee Financial’s Portfolio AXTA Stock Details AXTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-12	Closed	-$306	–	809
2022 Q4	$306	Hold	12	–	–	﹤0.01%	855
2022 Q3	$0	Hold	12	–	–	﹤0.01%	827
2022 Q2	$0	Buy	+12	New	+$305	﹤0.01%	855
2018 Q3	–	Sell	-233	Closed	-$7K	–	482
2018 Q2	$7K	Buy	+233	New	+$7.31K	﹤0.01%	555

Other funds holding AXTA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Lee Financial's AXTA Position: Q1 2023 in Review

Lee Financial sold out of Axalta (AXTA) in Q1 2023, closing a stake of 12 shares — an estimated $306 sold.

Lee Financial first reported a position in AXTA in Q2 2018 and held it in 4 quarters. The position peaked at $7K in Q2 2018. 314 funds tracked by Wall St. Rank hold AXTA as of Q1 2023.

Lee Financial reported no remaining Axalta position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 12 Axalta shares in Q1 2023, an estimated $306.
Lee Financial first reported a position in Axalta in Q2 2018 and held it in 4 quarters.
Lee Financial's Axalta position peaked at $7K in Q2 2018.
314 funds tracked by Wall St. Rank held Axalta as of Q1 2023.

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