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Lee Financial’s Digital Realty Trust DLR Stock Holding History

Lee Financial’s Portfolio DLR Stock Details DLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-123
Closed -$16.7K – 335
2023
Q4 		$16.7K Hold
123
– – ﹤0.01% 349
2023
Q3 		$14.9K Hold
123
– – ﹤0.01% 346
2023
Q2 		$14K Sell
123
-37
-23% -$3.66K ﹤0.01% 359
2023
Q1 		$15.7K Buy
160
+37
+30% +$3.9K ﹤0.01% 348
2022
Q4 		$12.3K Hold
123
– – ﹤0.01% 425
2022
Q3 		$12K Sell
123
-10
-8% -$1.23K ﹤0.01% 404
2022
Q2 		$18K Buy
133
+13
+11% +$1.8K ﹤0.01% 346
2022
Q1 		$17K Buy
120
+52
+76% +$7.51K ﹤0.01% 361
2021
Q4 		$12K Buy
+68
New +$10.9K ﹤0.01% 460
2018
Q3 		– Sell
-73
Closed -$8K – 529
2018
Q2 		$8K Hold
73
– – ﹤0.01% 526
2018
Q1 		$8K Buy
+73
New +$7.7K ﹤0.01% 529

Other funds holding DLR

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lee Financial's DLR Position: Q1 2024 in Review

Lee Financial sold out of Digital Realty Trust (DLR) in Q1 2024, closing a stake of 123 shares — an estimated $16.7K sold.

Lee Financial first reported a position in DLR in Q1 2018 and held it in 11 quarters. The position peaked at $18K in Q2 2022. 1,046 funds tracked by Wall St. Rank hold DLR as of Q1 2024.

  • Lee Financial reported no remaining Digital Realty Trust position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 123 Digital Realty Trust shares in Q1 2024, an estimated $16.7K.
  • Lee Financial first reported a position in Digital Realty Trust in Q1 2018 and held it in 11 quarters.
  • Lee Financial's Digital Realty Trust position peaked at $18K in Q2 2022.
  • 1,046 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2024.

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