Lee Financial’s Bunge Global BG Stock Holding History

Lee Financial’s Portfolio BG Stock Details BG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-160	Closed	-$15.1K	–	837
2023 Q2	$15.1K	Buy	+160	New	+$14.8K	﹤0.01%	346

Other funds holding BG

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lee Financial's BG Position: Q3 2023 in Review

Lee Financial sold out of Bunge Global (BG) in Q3 2023, closing a stake of 160 shares — an estimated $15.1K sold.

Lee Financial first reported a position in BG in Q2 2023 and held it in 1 quarter. The position peaked at $15.1K in Q2 2023. 608 funds tracked by Wall St. Rank hold BG as of Q3 2023.

Lee Financial reported no remaining Bunge Global position as of Q3 2023 after selling out during the quarter.
Lee Financial sold 160 Bunge Global shares in Q3 2023, an estimated $15.1K.
Lee Financial first reported a position in Bunge Global in Q2 2023 and held it in 1 quarter.
Lee Financial's Bunge Global position peaked at $15.1K in Q2 2023.
608 funds tracked by Wall St. Rank held Bunge Global as of Q3 2023.

Based on Lee Financial's 13F filing for Q3 2023, filed 9 Nov 2023.