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Lee Financial’s Fair Isaac FICO Stock Holding History

Lee Financial’s Portfolio FICO Stock Details FICO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4
Closed -$4.66K – 404
2023
Q4 		$4.66K Hold
4
– – ﹤0.01% 557
2023
Q3 		$3.48K Hold
4
– – ﹤0.01% 576
2023
Q2 		$3.24K Hold
4
– – ﹤0.01% 571
2023
Q1 		$2.81K Hold
4
– – ﹤0.01% 608
2022
Q4 		$2.39K Hold
4
– – ﹤0.01% 661
2022
Q3 		$2K Hold
4
– – ﹤0.01% 676
2022
Q2 		$2K Hold
4
– – ﹤0.01% 690
2022
Q1 		$2K Sell
4
-17
-81% -$8.03K ﹤0.01% 643
2021
Q4 		$9K Buy
21
+17
+425% +$6.75K ﹤0.01% 513
2021
Q3 		$2K Buy
+4
New +$1.9K ﹤0.01% 615

Other funds holding FICO

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
VFCM
Valley Forge Capital Management Miami, Florida $3.12B AUM 11.87% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Lee Financial's FICO Position: Q1 2024 in Review

Lee Financial sold out of Fair Isaac (FICO) in Q1 2024, closing a stake of 4 shares — an estimated $4.66K sold.

Lee Financial first reported a position in FICO in Q3 2021 and held it in 10 quarters. The position peaked at $9K in Q4 2021. 785 funds tracked by Wall St. Rank hold FICO as of Q1 2024.

  • Lee Financial reported no remaining Fair Isaac position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 4 Fair Isaac shares in Q1 2024, an estimated $4.66K.
  • Lee Financial first reported a position in Fair Isaac in Q3 2021 and held it in 10 quarters.
  • Lee Financial's Fair Isaac position peaked at $9K in Q4 2021.
  • 785 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2024.

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