Lee Financial’s CBRE Group CBRE Stock Holding History

Lee Financial’s Portfolio CBRE Stock Details CBRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-23	Closed	-$2.14K	–	256
2023 Q4	$2.14K	Buy	+23	New	+$1.79K	﹤0.01%	737
2023 Q1	–	Sell	-4	Closed	-$308	–	820
2022 Q4	$308	Hold	4	–	–	﹤0.01%	853
2022 Q3	$0	Buy	+4	New	+$317	﹤0.01%	838
2022 Q1	–	Sell	-20	Closed	-$2K	–	785
2021 Q4	$2K	Buy	+20	New	+$2.05K	﹤0.01%	715
2017 Q4	–	Sell	-250	Closed	-$9K	–	473
2017 Q3	$9K	Buy	+250	New	+$9.2K	﹤0.01%	345

Other funds holding CBRE

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Lee Financial's CBRE Position: Q1 2024 in Review

Lee Financial sold out of CBRE Group (CBRE) in Q1 2024, closing a stake of 23 shares — an estimated $2.14K sold.

Lee Financial first reported a position in CBRE in Q3 2017 and held it in 5 quarters. The position peaked at $9K in Q3 2017. 797 funds tracked by Wall St. Rank hold CBRE as of Q1 2024.

Lee Financial reported no remaining CBRE Group position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 23 CBRE Group shares in Q1 2024, an estimated $2.14K.
Lee Financial first reported a position in CBRE Group in Q3 2017 and held it in 5 quarters.
Lee Financial's CBRE Group position peaked at $9K in Q3 2017.
797 funds tracked by Wall St. Rank held CBRE Group as of Q1 2024.

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