LF
CCC

Lee Financial’s CCC Intelligent Solutions CCC Stock Holding History

Lee Financial’s Portfolio CCC Stock Details CCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,370
Closed -$15.6K – 258
2023
Q4 		$15.6K Buy
1,370
+550
+67% +$6.42K ﹤0.01% 356
2023
Q3 		$10.9K Buy
+820
New +$9K ﹤0.01% 399

Other funds holding CCC

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
OHCM
Oak Hill Capital Management New York $310M AUM 17.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Lee Financial's CCC Position: Q1 2024 in Review

Lee Financial sold out of CCC Intelligent Solutions (CCC) in Q1 2024, closing a stake of 1,370 shares — an estimated $15.6K sold.

Lee Financial first reported a position in CCC in Q3 2023 and held it in 2 quarters. The position peaked at $15.6K in Q4 2023. 264 funds tracked by Wall St. Rank hold CCC as of Q1 2024.

  • Lee Financial reported no remaining CCC Intelligent Solutions position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 1,370 CCC Intelligent Solutions shares in Q1 2024, an estimated $15.6K.
  • Lee Financial first reported a position in CCC Intelligent Solutions in Q3 2023 and held it in 2 quarters.
  • Lee Financial's CCC Intelligent Solutions position peaked at $15.6K in Q4 2023.
  • 264 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q1 2024.

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