Lee Financial’s Bright Horizons BFAM Stock Holding History

Lee Financial’s Portfolio BFAM Stock Details BFAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-160	Closed	-$15.1K	–	226
2023 Q4	$15.1K	Hold	160	–	–	﹤0.01%	362
2023 Q3	$13K	Hold	160	–	–	﹤0.01%	371
2023 Q2	$14.8K	Buy	160 +65	+68%	+$5.5K	﹤0.01%	348
2023 Q1	$7.32K	Sell	95 -2	-2%	-$154	﹤0.01%	468
2022 Q4	$6.12K	Hold	97	–	–	﹤0.01%	521
2022 Q3	$5K	Hold	97	–	–	﹤0.01%	526
2022 Q2	$8K	Buy	97 +2	+2%	+$199	﹤0.01%	478
2022 Q1	$13K	Hold	95	–	–	﹤0.01%	396
2021 Q4	$12K	Buy	95 +25	+36%	+$3.47K	﹤0.01%	455
2021 Q3	$10K	Hold	70	–	–	﹤0.01%	419
2021 Q2	$10K	Hold	70	–	–	﹤0.01%	404
2021 Q1	$12K	Hold	70	–	–	﹤0.01%	366
2020 Q4	$12K	Hold	70	–	–	﹤0.01%	349
2020 Q3	$11K	Hold	70	–	–	﹤0.01%	383
2020 Q2	$8K	Buy	+70	New	+$7.99K	﹤0.01%	393

Other funds holding BFAM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Lee Financial's BFAM Position: Q1 2024 in Review

Lee Financial sold out of Bright Horizons (BFAM) in Q1 2024, closing a stake of 160 shares — an estimated $15.1K sold.

Lee Financial first reported a position in BFAM in Q2 2020 and held it in 15 quarters. The position peaked at $15.1K in Q4 2023. 313 funds tracked by Wall St. Rank hold BFAM as of Q1 2024.

Lee Financial reported no remaining Bright Horizons position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 160 Bright Horizons shares in Q1 2024, an estimated $15.1K.
Lee Financial first reported a position in Bright Horizons in Q2 2020 and held it in 15 quarters.
Lee Financial's Bright Horizons position peaked at $15.1K in Q4 2023.
313 funds tracked by Wall St. Rank held Bright Horizons as of Q1 2024.

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