Lee Financial’s Concentrix CNXC Stock Holding History

Lee Financial’s Portfolio CNXC Stock Details CNXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-23	Closed	-$2.26K	–	285
2023 Q4	$2.26K	Buy	+23	New	+$2K	﹤0.01%	722

Other funds holding CNXC

GBL

Groupe Bruxelles Lambert Brussels, Belgium $62.2M AUM 57.6% 1-Year Est. Return

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

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

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Lee Financial's CNXC Position: Q1 2024 in Review

Lee Financial sold out of Concentrix (CNXC) in Q1 2024, closing a stake of 23 shares — an estimated $2.26K sold.

Lee Financial first reported a position in CNXC in Q4 2023 and held it in 1 quarter. The position peaked at $2.26K in Q4 2023. 292 funds tracked by Wall St. Rank hold CNXC as of Q1 2024.

Lee Financial reported no remaining Concentrix position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 23 Concentrix shares in Q1 2024, an estimated $2.26K.
Lee Financial first reported a position in Concentrix in Q4 2023 and held it in 1 quarter.
Lee Financial's Concentrix position peaked at $2.26K in Q4 2023.
292 funds tracked by Wall St. Rank held Concentrix as of Q1 2024.

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