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Lee Financial’s Chewy CHWY Stock Holding History

Lee Financial’s Portfolio CHWY Stock Details CHWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-18
Closed -$426 – 269
2023
Q4 		$426 Sell
18
-61
-77% -$1.2K ﹤0.01% 828
2023
Q3 		$1.44K Hold
79
– – ﹤0.01% 742
2023
Q2 		$3.12K Hold
79
– – ﹤0.01% 574
2023
Q1 		$2.95K Hold
79
– – ﹤0.01% 597
2022
Q4 		$2.93K Hold
79
– – ﹤0.01% 623
2022
Q3 		$2K Hold
79
– – ﹤0.01% 653
2022
Q2 		$3K Buy
+79
New +$2.53K ﹤0.01% 614

Other funds holding CHWY

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Lee Financial's CHWY Position: Q1 2024 in Review

Lee Financial sold out of Chewy (CHWY) in Q1 2024, closing a stake of 18 shares — an estimated $426 sold.

Lee Financial first reported a position in CHWY in Q2 2022 and held it in 7 quarters. The position peaked at $3.12K in Q2 2023. 359 funds tracked by Wall St. Rank hold CHWY as of Q1 2024.

  • Lee Financial reported no remaining Chewy position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 18 Chewy shares in Q1 2024, an estimated $426.
  • Lee Financial first reported a position in Chewy in Q2 2022 and held it in 7 quarters.
  • Lee Financial's Chewy position peaked at $3.12K in Q2 2023.
  • 359 funds tracked by Wall St. Rank held Chewy as of Q1 2024.

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