Lee Financial’s Bio-Rad Laboratories Class A BIO Stock Holding History

Lee Financial’s Portfolio BIO Stock Details BIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-41	Closed	-$13.2K	–	231
2023 Q4	$13.2K	Hold	41	–	–	﹤0.01%	382
2023 Q3	$14.7K	Hold	41	–	–	﹤0.01%	349
2023 Q2	$15.5K	Buy	41 +9	+28%	+$3.66K	﹤0.01%	343
2023 Q1	$15.3K	Hold	32	–	–	﹤0.01%	353
2022 Q4	$13.5K	Buy	32 +9	+39%	+$3.63K	﹤0.01%	412
2022 Q3	$10K	Sell	23 -4	-15%	-$1.99K	﹤0.01%	426
2022 Q2	$13K	Hold	27	–	–	﹤0.01%	400
2022 Q1	$15K	Sell	27 -18	-40%	-$10.9K	﹤0.01%	377
2021 Q4	$34K	Buy	45 +7	+18%	+$5.24K	0.01%	298
2021 Q3	$28K	Hold	38	–	–	0.01%	287
2021 Q2	$24K	Hold	38	–	–	0.01%	298
2021 Q1	$22K	Buy	38 +7	+23%	+$4.14K	0.01%	293
2020 Q4	$18K	Hold	31	–	–	﹤0.01%	303
2020 Q3	$16K	Hold	31	–	–	﹤0.01%	334
2020 Q2	$14K	Sell	31 -8	-21%	-$3.53K	﹤0.01%	314
2020 Q1	$14K	Hold	39	–	–	﹤0.01%	256
2019 Q4	$14K	Hold	39	–	–	﹤0.01%	292
2019 Q3	$13K	Hold	39	–	–	﹤0.01%	296
2019 Q2	$12K	Hold	39	–	–	﹤0.01%	322
2019 Q1	$12K	Buy	39 +8	+26%	+$2.16K	﹤0.01%	309
2018 Q4	$7K	Hold	31	–	–	﹤0.01%	329
2018 Q3	$10K	Buy	+31	New	+$9.62K	﹤0.01%	321

Other funds holding BIO

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

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

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Lee Financial's BIO Position: Q1 2024 in Review

Lee Financial sold out of Bio-Rad Laboratories Class A (BIO) in Q1 2024, closing a stake of 41 shares — an estimated $13.2K sold.

Lee Financial first reported a position in BIO in Q3 2018 and held it in 22 quarters. The position peaked at $34K in Q4 2021. 467 funds tracked by Wall St. Rank hold BIO as of Q1 2024.

Lee Financial reported no remaining Bio-Rad Laboratories Class A position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 41 Bio-Rad Laboratories Class A shares in Q1 2024, an estimated $13.2K.
Lee Financial first reported a position in Bio-Rad Laboratories Class A in Q3 2018 and held it in 22 quarters.
Lee Financial's Bio-Rad Laboratories Class A position peaked at $34K in Q4 2021.
467 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q1 2024.

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