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Lee Financial’s DuPont de Nemours DD Stock Holding History

Lee Financial’s Portfolio DD Stock Details DD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-37
Closed -$3.62K – 312
2023
Q4 		$3.62K Hold
37
– – ﹤0.01% 614
2023
Q3 		$3.51K Hold
37
– – ﹤0.01% 574
2023
Q2 		$3.36K Buy
+37
New +$3.18K ﹤0.01% 564
2023
Q1 		– Sell
-7
Closed -$618 – 840
2022
Q4 		$618 Sell
7
-4
-36% -$320 ﹤0.01% 805
2022
Q3 		$0 Sell
11
-391
-97% -$27.9K ﹤0.01% 857
2022
Q2 		$28K Sell
402
-30
-7% -$2.46K 0.01% 295
2022
Q1 		$40K Hold
432
– – 0.01% 261
2021
Q4 		$43K Buy
432
+399
+1,209% +$38K 0.01% 271
2021
Q3 		$3K Hold
33
– – ﹤0.01% 541
2021
Q2 		$3K Sell
33
-68
-67% -$6.83K ﹤0.01% 506
2021
Q1 		$10K Buy
101
+33
+49% +$3.16K ﹤0.01% 383
2020
Q4 		$6K Hold
68
– – ﹤0.01% 415
2020
Q3 		$5K Sell
68
-16
-19% -$1.12K ﹤0.01% 460
2020
Q2 		$6K Buy
84
+67
+394% +$3.91K ﹤0.01% 421
2020
Q1 		$1K Hold
17
– – ﹤0.01% 462
2019
Q4 		$1K Sell
17
-76
-82% -$6.31K ﹤0.01% 481
2019
Q3 		$8K Buy
+93
New +$8.19K ﹤0.01% 378
2019
Q2 		– Sell
-141
Closed -$19K – 523
2019
Q1 		$19K Buy
141
+6
+4% +$833 ﹤0.01% 257
2018
Q4 		$18K Hold
135
– – ﹤0.01% 230
2018
Q3 		$22K Sell
135
-768
-85% -$132K 0.01% 241
2018
Q2 		$151K Buy
903
+38
+4% +$6.36K 0.04% 181
2018
Q1 		$140K Buy
865
+750
+652% +$136K 0.04% 182
2017
Q4 		$21K Buy
115
+49
+74% +$8.83K 0.01% 245
2017
Q3 		$12K Buy
+66
New +$11K ﹤0.01% 300

Other funds holding DD

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lee Financial's DD Position: Q1 2024 in Review

Lee Financial sold out of DuPont de Nemours (DD) in Q1 2024, closing a stake of 37 shares — an estimated $3.62K sold.

Lee Financial first reported a position in DD in Q3 2017 and held it in 24 quarters. The position peaked at $151K in Q2 2018. 1,332 funds tracked by Wall St. Rank hold DD as of Q1 2024.

  • Lee Financial reported no remaining DuPont de Nemours position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 37 DuPont de Nemours shares in Q1 2024, an estimated $3.62K.
  • Lee Financial first reported a position in DuPont de Nemours in Q3 2017 and held it in 24 quarters.
  • Lee Financial's DuPont de Nemours position peaked at $151K in Q2 2018.
  • 1,332 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2024.

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