Lee Financial’s Elastic ESTC Stock Holding History

Lee Financial’s Portfolio ESTC Stock Details ESTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-24	Closed	-$2K	–	822
2021 Q4	$2K	Buy	24 +12	+100%	+$1.81K	﹤0.01%	733
2021 Q3	$2K	Hold	12	–	–	﹤0.01%	611
2021 Q2	$2K	Buy	+12	New	+$1.5K	﹤0.01%	564
2020 Q4	–	Sell	-550	Closed	-$59K	–	494
2020 Q3	$59K	Buy	+550	New	+$54K	0.02%	206

Other funds holding ESTC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

SCH

Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Lee Financial's ESTC Position: Q1 2022 in Review

Lee Financial sold out of Elastic (ESTC) in Q1 2022, closing a stake of 24 shares — an estimated $2K sold.

Lee Financial first reported a position in ESTC in Q3 2020 and held it in 4 quarters. The position peaked at $59K in Q3 2020. 362 funds tracked by Wall St. Rank hold ESTC as of Q1 2022.

Lee Financial reported no remaining Elastic position as of Q1 2022 after selling out during the quarter.
Lee Financial sold 24 Elastic shares in Q1 2022, an estimated $2K.
Lee Financial first reported a position in Elastic in Q3 2020 and held it in 4 quarters.
Lee Financial's Elastic position peaked at $59K in Q3 2020.
362 funds tracked by Wall St. Rank held Elastic as of Q1 2022.

Based on Lee Financial's 13F filing for Q1 2022, filed 11 May 2022.