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Lee Financial’s EOG Resources EOG Stock Holding History

Lee Financial’s Portfolio EOG Stock Details EOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-519
Closed -$62.8K – 368
2023
Q4 		$62.8K Buy
519
+24
+5% +$2.99K 0.01% 212
2023
Q3 		$62.7K Hold
495
– – 0.01% 197
2023
Q2 		$56.6K Sell
495
-210
-30% -$24K 0.01% 213
2023
Q1 		$80.8K Buy
705
+327
+87% +$39.6K 0.01% 192
2022
Q4 		$49K Sell
378
-110
-23% -$14.6K 0.01% 252
2022
Q3 		$54K Sell
488
-5
-1% -$561 0.01% 244
2022
Q2 		$54K Buy
493
+15
+3% +$1.86K 0.01% 238
2022
Q1 		$57K Sell
478
-2
-0.4% -$223 0.01% 230
2021
Q4 		$42K Sell
480
-993
-67% -$89.2K 0.01% 272
2021
Q3 		$118K Buy
1,473
+473
+47% +$34.5K 0.02% 171
2021
Q2 		$83K Hold
1,000
– – 0.02% 193
2021
Q1 		$73K Buy
+1,000
New +$63.8K 0.02% 205
2018
Q4 		– Sell
-162
Closed -$21K – 452
2018
Q3 		$21K Sell
162
-568
-78% -$69.1K 0.01% 244
2018
Q2 		$91K Buy
730
+130
+22% +$15.1K 0.02% 220
2018
Q1 		$63K Buy
600
+438
+270% +$47.2K 0.02% 243
2017
Q4 		$17K Sell
162
-140
-46% -$14.1K ﹤0.01% 268
2017
Q3 		$29K Buy
302
+106
+54% +$9.57K 0.01% 211
2017
Q2 		$18K Buy
196
+34
+21% +$3.13K 0.01% 253
2017
Q1 		$16K Hold
162
– – 0.01% 227
2016
Q4 		$16K Buy
+162
New +$15.8K 0.01% 239

Other funds holding EOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lee Financial's EOG Position: Q1 2024 in Review

Lee Financial sold out of EOG Resources (EOG) in Q1 2024, closing a stake of 519 shares — an estimated $62.8K sold.

Lee Financial first reported a position in EOG in Q4 2016 and held it in 20 quarters. The position peaked at $118K in Q3 2021. 1,456 funds tracked by Wall St. Rank hold EOG as of Q1 2024.

  • Lee Financial reported no remaining EOG Resources position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 519 EOG Resources shares in Q1 2024, an estimated $62.8K.
  • Lee Financial first reported a position in EOG Resources in Q4 2016 and held it in 20 quarters.
  • Lee Financial's EOG Resources position peaked at $118K in Q3 2021.
  • 1,456 funds tracked by Wall St. Rank held EOG Resources as of Q1 2024.

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