LF
BPOP icon

Lee Financial’s Popular Inc BPOP Stock Holding History

Lee Financial’s Portfolio BPOP Stock Details BPOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-79
Closed -$6.53K – 244
2023
Q4 		$6.53K Hold
79
– – ﹤0.01% 497
2023
Q3 		$5.02K Hold
79
– – ﹤0.01% 518
2023
Q2 		$4.83K Hold
79
– – ﹤0.01% 516
2023
Q1 		$4.58K Buy
+79
New +$5.14K ﹤0.01% 542
2022
Q4 		– Sell
-99
Closed -$7K – 938
2022
Q3 		$7K Hold
99
– – ﹤0.01% 490
2022
Q2 		$8K Hold
99
– – ﹤0.01% 480
2022
Q1 		$8K Sell
99
-71
-42% -$6.27K ﹤0.01% 460
2021
Q4 		$14K Buy
170
+57
+50% +$4.63K ﹤0.01% 426
2021
Q3 		$9K Sell
113
-20
-15% -$1.49K ﹤0.01% 433
2021
Q2 		$10K Buy
+133
New +$10.2K ﹤0.01% 406

Other funds holding BPOP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Lee Financial's BPOP Position: Q1 2024 in Review

Lee Financial sold out of Popular Inc (BPOP) in Q1 2024, closing a stake of 79 shares — an estimated $6.53K sold.

Lee Financial first reported a position in BPOP in Q2 2021 and held it in 10 quarters. The position peaked at $14K in Q4 2021. 306 funds tracked by Wall St. Rank hold BPOP as of Q1 2024.

  • Lee Financial reported no remaining Popular Inc position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 79 Popular Inc shares in Q1 2024, an estimated $6.53K.
  • Lee Financial first reported a position in Popular Inc in Q2 2021 and held it in 10 quarters.
  • Lee Financial's Popular Inc position peaked at $14K in Q4 2021.
  • 306 funds tracked by Wall St. Rank held Popular Inc as of Q1 2024.

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