Lee Financial’s Eagle Materials EXP Stock Holding History

Lee Financial’s Portfolio EXP Stock Details EXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-105	Closed	-$21.3K	–	389
2023 Q4	$21.3K	Sell	105 -25	-19%	-$4.39K	﹤0.01%	315
2023 Q3	$21.6K	Hold	130	–	–	﹤0.01%	291
2023 Q2	$24.2K	Hold	130	–	–	﹤0.01%	277
2023 Q1	$19.1K	Hold	130	–	–	﹤0.01%	316
2022 Q4	$17.3K	Hold	130	–	–	﹤0.01%	369
2022 Q3	$14K	Hold	130	–	–	﹤0.01%	382
2022 Q2	$14K	Hold	130	–	–	﹤0.01%	392
2022 Q1	$17K	Hold	130	–	–	﹤0.01%	362
2021 Q4	$22K	Hold	130	–	–	﹤0.01%	355
2021 Q3	$17K	Hold	130	–	–	﹤0.01%	353
2021 Q2	$18K	Hold	130	–	–	﹤0.01%	334
2021 Q1	$17K	Hold	130	–	–	﹤0.01%	320
2020 Q4	$13K	Hold	130	–	–	﹤0.01%	342
2020 Q3	$11K	Hold	130	–	–	﹤0.01%	387
2020 Q2	$9K	Buy	130 +25	+24%	+$1.57K	﹤0.01%	379
2020 Q1	$6K	Hold	105	–	–	﹤0.01%	356
2019 Q4	$10K	Hold	105	–	–	﹤0.01%	345
2019 Q3	$9K	Sell	105 -1,008	-91%	-$86.5K	﹤0.01%	359
2019 Q2	$103K	Buy	1,113 +1	+0.1%	+$88	0.02%	162
2019 Q1	$94K	Buy	1,112 +2	+0.2%	+$144	0.02%	161
2018 Q4	$67K	Buy	1,110 +26	+2%	+$1.86K	0.02%	168
2018 Q3	$93K	Buy	1,084 +1,004	+1,255%	+$97.5K	0.02%	168
2018 Q2	$8K	Hold	80	–	–	﹤0.01%	527
2018 Q1	$8K	Hold	80	–	–	﹤0.01%	531
2017 Q4	$9K	Hold	80	–	–	﹤0.01%	349
2017 Q3	$9K	Hold	80	–	–	﹤0.01%	347
2017 Q2	$7K	Hold	80	–	–	﹤0.01%	371
2017 Q1	$8K	Buy	80 +30	+60%	+$3.06K	﹤0.01%	307
2016 Q4	$5K	Buy	+50	New	+$4.49K	﹤0.01%	366

Other funds holding EXP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lee Financial's EXP Position: Q1 2024 in Review

Lee Financial sold out of Eagle Materials (EXP) in Q1 2024, closing a stake of 105 shares — an estimated $21.3K sold.

Lee Financial first reported a position in EXP in Q4 2016 and held it in 29 quarters. The position peaked at $103K in Q2 2019. 490 funds tracked by Wall St. Rank hold EXP as of Q1 2024.

Lee Financial reported no remaining Eagle Materials position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 105 Eagle Materials shares in Q1 2024, an estimated $21.3K.
Lee Financial first reported a position in Eagle Materials in Q4 2016 and held it in 29 quarters.
Lee Financial's Eagle Materials position peaked at $103K in Q2 2019.
490 funds tracked by Wall St. Rank held Eagle Materials as of Q1 2024.

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