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Lee Financial’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Lee Financial’s Portfolio BECN Stock Details BECN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-38
Closed -$3.31K – 854
2023
Q4 		$3.31K Buy
+38
New +$2.98K ﹤0.01% 631
2018
Q3 		– Sell
-300
Closed -$13K – 749
2018
Q2 		$13K Sell
300
-300
-50% -$13.8K ﹤0.01% 437
2018
Q1 		$32K Buy
600
+300
+100% +$17.3K 0.01% 299
2017
Q4 		$19K Hold
300
– – 0.01% 261
2017
Q3 		$15K Buy
+300
New +$14K ﹤0.01% 278

Other funds holding BECN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Frontier Capital Management
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lee Financial's BECN Position: Q1 2024 in Review

Lee Financial sold out of Beacon Roofing Supply, Inc. (BECN) in Q1 2024, closing a stake of 38 shares — an estimated $3.31K sold.

Lee Financial first reported a position in BECN in Q3 2017 and held it in 5 quarters. The position peaked at $32K in Q1 2018. 312 funds tracked by Wall St. Rank hold BECN as of Q1 2024.

  • Lee Financial reported no remaining Beacon Roofing Supply, Inc. position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 38 Beacon Roofing Supply, Inc. shares in Q1 2024, an estimated $3.31K.
  • Lee Financial first reported a position in Beacon Roofing Supply, Inc. in Q3 2017 and held it in 5 quarters.
  • Lee Financial's Beacon Roofing Supply, Inc. position peaked at $32K in Q1 2018.
  • 312 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q1 2024.

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