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Lee Financial’s Campbell Soup CPB Stock Holding History

Lee Financial’s Portfolio CPB Stock Details CPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-77
Closed -$3.33K – 293
2023
Q4 		$3.33K Buy
+77
New +$3.17K ﹤0.01% 630
2017
Q4 		– Sell
-180
Closed -$8K – 476
2017
Q3 		$8K Hold
180
– – ﹤0.01% 368
2017
Q2 		$9K Hold
180
– – ﹤0.01% 337
2017
Q1 		$10K Sell
180
-100
-36% -$6.05K ﹤0.01% 270
2016
Q4 		$17K Buy
+280
New +$15.7K 0.01% 234

Other funds holding CPB

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lee Financial's CPB Position: Q1 2024 in Review

Lee Financial sold out of Campbell Soup (CPB) in Q1 2024, closing a stake of 77 shares — an estimated $3.33K sold.

Lee Financial first reported a position in CPB in Q4 2016 and held it in 5 quarters. The position peaked at $17K in Q4 2016. 632 funds tracked by Wall St. Rank hold CPB as of Q1 2024.

  • Lee Financial reported no remaining Campbell Soup position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 77 Campbell Soup shares in Q1 2024, an estimated $3.33K.
  • Lee Financial first reported a position in Campbell Soup in Q4 2016 and held it in 5 quarters.
  • Lee Financial's Campbell Soup position peaked at $17K in Q4 2016.
  • 632 funds tracked by Wall St. Rank held Campbell Soup as of Q1 2024.

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