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Lee Financial’s Baker Hughes BKR Stock Holding History

Lee Financial’s Portfolio BKR Stock Details BKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-16
Closed -$472 – 813
2022
Q4 		$472 Hold
16
– – ﹤0.01% 828
2022
Q3 		$0 Sell
16
-53
-77% -$1.33K ﹤0.01% 832
2022
Q2 		$2K Sell
69
-5
-7% -$169 ﹤0.01% 667
2022
Q1 		$3K Buy
74
+64
+640% +$1.94K ﹤0.01% 558
2021
Q4 		$0 Buy
+10
New +$247 ﹤0.01% 906

Other funds holding BKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lee Financial's BKR Position: Q1 2023 in Review

Lee Financial sold out of Baker Hughes (BKR) in Q1 2023, closing a stake of 16 shares — an estimated $472 sold.

Lee Financial first reported a position in BKR in Q4 2021 and held it in 5 quarters. The position peaked at $3K in Q1 2022. 682 funds tracked by Wall St. Rank hold BKR as of Q1 2023.

  • Lee Financial reported no remaining Baker Hughes position as of Q1 2023 after selling out during the quarter.
  • Lee Financial sold 16 Baker Hughes shares in Q1 2023, an estimated $472.
  • Lee Financial first reported a position in Baker Hughes in Q4 2021 and held it in 5 quarters.
  • Lee Financial's Baker Hughes position peaked at $3K in Q1 2022.
  • 682 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.