LF
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Lee Financial’s GrafTech EAF Stock Holding History

Lee Financial’s Portfolio EAF Stock Details EAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Hold
0
– -$5 – 352
2023
Q4 		– Hold
0
– – – 861
2023
Q3 		– Hold
0
– – – 836
2023
Q2 		– Hold
0
– – – 787
2023
Q1 		– Hold
0
– – – 789
2022
Q4 		– Hold
0
– – – 927
2022
Q3 		– Hold
0
– – – 864
2022
Q2 		– Sell
-18
Closed -$1.57K – 886
2022
Q1 		$2K Hold
18
– – ﹤0.01% 635
2021
Q4 		$2K Hold
18
– – ﹤0.01% 729
2021
Q3 		$2K Sell
18
-12
-40% -$1.31K ﹤0.01% 610
2021
Q2 		$4K Buy
+30
New +$3.76K ﹤0.01% 479

Other funds holding EAF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lee Financial's EAF Position: Q1 2024 in Review

Lee Financial held its GrafTech (EAF) position steady in Q1 2024 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Lee Financial first reported a position in EAF in Q2 2021 and has held it in 4 quarters since. The position peaked at $4K in Q2 2021. 154 funds tracked by Wall St. Rank hold EAF as of Q1 2024.

  • Lee Financial held 0 shares of GrafTech worth $0 as of Q1 2024.
  • Lee Financial left its GrafTech share count unchanged in Q1 2024.
  • GrafTech made up ﹤0.01% of Lee Financial's portfolio in Q1 2024, its #352 holding.
  • Lee Financial first reported a position in GrafTech in Q2 2021 and has held it in 4 quarters since.
  • Lee Financial's GrafTech position peaked at $4K in Q2 2021.
  • 154 funds tracked by Wall St. Rank held GrafTech as of Q1 2024.

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