LF
BECN

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 – 751
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return