Lee Financial’s BlackLine BL Stock Holding History

Lee Financial’s Portfolio BL Stock Details BL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-14	Closed	-$1K	–	782
2021 Q4	$1K	Buy	+14	New	+$1.62K	﹤0.01%	821

Other funds holding BL

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Lee Financial's BL Position: Q1 2022 in Review

Lee Financial sold out of BlackLine (BL) in Q1 2022, closing a stake of 14 shares — an estimated $1K sold.

Lee Financial first reported a position in BL in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 328 funds tracked by Wall St. Rank hold BL as of Q1 2022.

Lee Financial reported no remaining BlackLine position as of Q1 2022 after selling out during the quarter.
Lee Financial sold 14 BlackLine shares in Q1 2022, an estimated $1K.
Lee Financial first reported a position in BlackLine in Q4 2021 and held it in 1 quarter.
Lee Financial's BlackLine position peaked at $1K in Q4 2021.
328 funds tracked by Wall St. Rank held BlackLine as of Q1 2022.

Based on Lee Financial's 13F filing for Q1 2022, filed 11 May 2022.