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Lee Financial’s CF Industries CF Stock Holding History

Lee Financial’s Portfolio CF Stock Details CF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-82
Closed -$6.52K – 264
2023
Q4 		$6.52K Buy
82
+59
+257% +$4.69K ﹤0.01% 499
2023
Q3 		$1.97K Hold
23
– – ﹤0.01% 686
2023
Q2 		$1.6K Buy
23
+4
+21% +$279 ﹤0.01% 697
2023
Q1 		$1.38K Sell
19
-31
-62% -$2.53K ﹤0.01% 719
2022
Q4 		$4.26K Hold
50
– – ﹤0.01% 574
2022
Q3 		$5K Buy
50
+31
+163% +$3.02K ﹤0.01% 528
2022
Q2 		$2K Sell
19
-3
-14% -$292 ﹤0.01% 671
2022
Q1 		$2K Buy
+22
New +$1.78K ﹤0.01% 624
2018
Q2 		– Sell
-10
Closed – – 782
2018
Q1 		$0 Buy
+10
New +$407 ﹤0.01% 750
2017
Q1 		– Sell
-230
Closed -$7K – 410
2016
Q4 		$7K Buy
+230
New +$6.19K ﹤0.01% 340

Other funds holding CF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Lee Financial's CF Position: Q1 2024 in Review

Lee Financial sold out of CF Industries (CF) in Q1 2024, closing a stake of 82 shares — an estimated $6.52K sold.

Lee Financial first reported a position in CF in Q4 2016 and held it in 10 quarters. The position peaked at $7K in Q4 2016. 742 funds tracked by Wall St. Rank hold CF as of Q1 2024.

  • Lee Financial reported no remaining CF Industries position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 82 CF Industries shares in Q1 2024, an estimated $6.52K.
  • Lee Financial first reported a position in CF Industries in Q4 2016 and held it in 10 quarters.
  • Lee Financial's CF Industries position peaked at $7K in Q4 2016.
  • 742 funds tracked by Wall St. Rank held CF Industries as of Q1 2024.

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