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Lee Financial’s Blackbaud BLKB Stock Holding History

Lee Financial’s Portfolio BLKB Stock Details BLKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-85
Closed -$5K – 513
2018
Q4 		$5K Hold
85
– – ﹤0.01% 363
2018
Q3 		$9K Hold
85
– – ﹤0.01% 340
2018
Q2 		$9K Hold
85
– – ﹤0.01% 497
2018
Q1 		$9K Sell
85
-20
-19% -$2K ﹤0.01% 491
2017
Q4 		$10K Sell
105
-25
-19% -$2.41K ﹤0.01% 317
2017
Q3 		$11K Hold
130
– – ﹤0.01% 316
2017
Q2 		$11K Hold
130
– – ﹤0.01% 306
2017
Q1 		$10K Hold
130
– – ﹤0.01% 268
2016
Q4 		$8K Buy
+130
New +$8.32K ﹤0.01% 317

Other funds holding BLKB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lee Financial's BLKB Position: Q1 2019 in Review

Lee Financial sold out of Blackbaud (BLKB) in Q1 2019, closing a stake of 85 shares — an estimated $5K sold.

Lee Financial first reported a position in BLKB in Q4 2016 and held it in 9 quarters. The position peaked at $11K in Q3 2017. 234 funds tracked by Wall St. Rank hold BLKB as of Q1 2019.

  • Lee Financial reported no remaining Blackbaud position as of Q1 2019 after selling out during the quarter.
  • Lee Financial sold 85 Blackbaud shares in Q1 2019, an estimated $5K.
  • Lee Financial first reported a position in Blackbaud in Q4 2016 and held it in 9 quarters.
  • Lee Financial's Blackbaud position peaked at $11K in Q3 2017.
  • 234 funds tracked by Wall St. Rank held Blackbaud as of Q1 2019.

Based on Lee Financial's 13F filing for Q1 2019, filed 30 Apr 2019.