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Lee Financial’s Emergent Biosolutions EBS Stock Holding History

Lee Financial’s Portfolio EBS Stock Details EBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-800
Closed -$25K – 866
2022
Q2 		$25K Hold
800
– – ﹤0.01% 306
2022
Q1 		$33K Hold
800
– – 0.01% 277
2021
Q4 		$35K Hold
800
– – 0.01% 291
2021
Q3 		$40K Hold
800
– – 0.01% 253
2021
Q2 		$50K Buy
800
+400
+100% +$25.7K 0.01% 228
2021
Q1 		$37K Buy
+400
New +$41K 0.01% 249

Other funds holding EBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Lee Financial's EBS Position: Q3 2022 in Review

Lee Financial sold out of Emergent Biosolutions (EBS) in Q3 2022, closing a stake of 800 shares — an estimated $25K sold.

Lee Financial first reported a position in EBS in Q1 2021 and held it in 6 quarters. The position peaked at $50K in Q2 2021. 211 funds tracked by Wall St. Rank hold EBS as of Q3 2022.

  • Lee Financial reported no remaining Emergent Biosolutions position as of Q3 2022 after selling out during the quarter.
  • Lee Financial sold 800 Emergent Biosolutions shares in Q3 2022, an estimated $25K.
  • Lee Financial first reported a position in Emergent Biosolutions in Q1 2021 and held it in 6 quarters.
  • Lee Financial's Emergent Biosolutions position peaked at $50K in Q2 2021.
  • 211 funds tracked by Wall St. Rank held Emergent Biosolutions as of Q3 2022.

Based on Lee Financial's 13F filing for Q3 2022, filed 2 Nov 2022.