Lee Financial’s Editas Medicine EDIT Stock Holding History

Lee Financial’s Portfolio EDIT Stock Details EDIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-95	Closed	-$963	–	355
2023 Q4	$963	Hold	95	–	–	﹤0.01%	798
2023 Q3	$741	Hold	95	–	–	﹤0.01%	789
2023 Q2	$782	Hold	95	–	–	﹤0.01%	729
2023 Q1	$689	Hold	95	–	–	﹤0.01%	748
2022 Q4	$843	Hold	95	–	–	﹤0.01%	779
2022 Q3	$1K	Hold	95	–	–	﹤0.01%	751
2022 Q2	$1K	Hold	95	–	–	﹤0.01%	781
2022 Q1	$2K	Hold	95	–	–	﹤0.01%	637
2021 Q4	$3K	Hold	95	–	–	﹤0.01%	665
2021 Q3	$4K	Hold	95	–	–	﹤0.01%	509
2021 Q2	$5K	Hold	95	–	–	﹤0.01%	456
2021 Q1	$4K	Hold	95	–	–	﹤0.01%	438
2020 Q4	$7K	Hold	95	–	–	﹤0.01%	404
2020 Q3	$3K	Hold	95	–	–	﹤0.01%	486
2020 Q2	$3K	Hold	95	–	–	﹤0.01%	459
2020 Q1	$2K	Hold	95	–	–	﹤0.01%	434
2019 Q4	$3K	Sell	95 -550	-85%	-$13.7K	﹤0.01%	435
2019 Q3	$15K	Hold	645	–	–	﹤0.01%	280
2019 Q2	$16K	Buy	645 +550	+579%	+$13.1K	﹤0.01%	284
2019 Q1	$2K	Hold	95	–	–	﹤0.01%	470
2018 Q4	$2K	Hold	95	–	–	﹤0.01%	413
2018 Q3	$3K	Hold	95	–	–	﹤0.01%	436
2018 Q2	$3K	Buy	+95	New	+$3.36K	﹤0.01%	682

Other funds holding EDIT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lee Financial's EDIT Position: Q1 2024 in Review

Lee Financial sold out of Editas Medicine (EDIT) in Q1 2024, closing a stake of 95 shares — an estimated $963 sold.

Lee Financial first reported a position in EDIT in Q2 2018 and held it in 23 quarters. The position peaked at $16K in Q2 2019. 225 funds tracked by Wall St. Rank hold EDIT as of Q1 2024.

Lee Financial reported no remaining Editas Medicine position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 95 Editas Medicine shares in Q1 2024, an estimated $963.
Lee Financial first reported a position in Editas Medicine in Q2 2018 and held it in 23 quarters.
Lee Financial's Editas Medicine position peaked at $16K in Q2 2019.
225 funds tracked by Wall St. Rank held Editas Medicine as of Q1 2024.

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