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Lee Financial’s Element Solutions ESI Stock Holding History

Lee Financial’s Portfolio ESI Stock Details ESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-810
Closed -$18.7K – 372
2023
Q4 		$18.7K Hold
810
– – ﹤0.01% 329
2023
Q3 		$15.9K Hold
810
– – ﹤0.01% 335
2023
Q2 		$15.6K Hold
810
– – ﹤0.01% 342
2023
Q1 		$15.6K Sell
810
-210
-21% -$4.14K ﹤0.01% 349
2022
Q4 		$18.6K Hold
1,020
– – ﹤0.01% 351
2022
Q3 		$16K Hold
1,020
– – ﹤0.01% 357
2022
Q2 		$18K Buy
1,020
+10
+1% +$203 ﹤0.01% 347
2022
Q1 		$22K Hold
1,010
– – ﹤0.01% 323
2021
Q4 		$25K Hold
1,010
– – ﹤0.01% 334
2021
Q3 		$22K Buy
1,010
+140
+16% +$3.19K ﹤0.01% 320
2021
Q2 		$20K Hold
870
– – ﹤0.01% 323
2021
Q1 		$16K Buy
870
+190
+28% +$3.49K ﹤0.01% 332
2020
Q4 		$12K Buy
+680
New +$9.4K ﹤0.01% 354

Other funds holding ESI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lee Financial's ESI Position: Q1 2024 in Review

Lee Financial sold out of Element Solutions (ESI) in Q1 2024, closing a stake of 810 shares — an estimated $18.7K sold.

Lee Financial first reported a position in ESI in Q4 2020 and held it in 13 quarters. The position peaked at $25K in Q4 2021. 299 funds tracked by Wall St. Rank hold ESI as of Q1 2024.

  • Lee Financial reported no remaining Element Solutions position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 810 Element Solutions shares in Q1 2024, an estimated $18.7K.
  • Lee Financial first reported a position in Element Solutions in Q4 2020 and held it in 13 quarters.
  • Lee Financial's Element Solutions position peaked at $25K in Q4 2021.
  • 299 funds tracked by Wall St. Rank held Element Solutions as of Q1 2024.

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