LF
CRC

Lee Financial’s California Resources Corporation CRC Stock Holding History

Lee Financial’s Portfolio CRC Stock Details CRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3
Closed – – 533
2019
Q4 		$0 Sell
3
-3
-50% -$24 ﹤0.01% 537
2019
Q3 		$0 Hold
6
– – ﹤0.01% 554
2019
Q2 		$0 Buy
6
+3
+100% +$64 ﹤0.01% 551
2019
Q1 		$0 Hold
3
– – ﹤0.01% 573
2018
Q4 		$0 Sell
3
-4
-57% -$114 ﹤0.01% 504
2018
Q3 		$0 Sell
7
-57
-89% -$2.19K ﹤0.01% 813
2018
Q2 		$3K Sell
64
-1,954
-97% -$61.8K ﹤0.01% 716
2018
Q1 		$34K Buy
2,018
+1,994
+8,308% +$37.4K 0.01% 292
2017
Q4 		$0 Hold
24
– – ﹤0.01% 526
2017
Q3 		$0 Sell
24
-15
-38% -$120 ﹤0.01% 554
2017
Q2 		$0 Sell
39
-1
-3% -$12 ﹤0.01% 527
2017
Q1 		$1K Sell
40
-26
-39% -$477 ﹤0.01% 399
2016
Q4 		$1K Buy
+66
New +$967 ﹤0.01% 414

Other funds holding CRC

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIM
Coastal Investment Management Los Angeles, California $71.8M AUM 80.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Lee Financial's CRC Position: Q1 2020 in Review

Lee Financial sold out of California Resources Corporation (CRC) in Q1 2020, closing a stake of 3 shares.

Lee Financial first reported a position in CRC in Q4 2016 and held it in 13 quarters. The position peaked at $34K in Q1 2018. 190 funds tracked by Wall St. Rank hold CRC as of Q1 2020.

  • Lee Financial reported no remaining California Resources Corporation position as of Q1 2020 after selling out during the quarter.
  • Lee Financial sold 3 California Resources Corporation shares in Q1 2020.
  • Lee Financial first reported a position in California Resources Corporation in Q4 2016 and held it in 13 quarters.
  • Lee Financial's California Resources Corporation position peaked at $34K in Q1 2018.
  • 190 funds tracked by Wall St. Rank held California Resources Corporation as of Q1 2020.

Based on Lee Financial's 13F filing for Q1 2020, filed 7 May 2020.