Lee Financial’s Forestar Group FOR Stock Holding History

Lee Financial’s Portfolio FOR Stock Details FOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,500	Closed	-$17K	–	952
2022 Q3	$17K	Hold	1,500	–	–	﹤0.01%	351
2022 Q2	$21K	Hold	1,500	–	–	﹤0.01%	327
2022 Q1	$27K	Hold	1,500	–	–	﹤0.01%	301
2021 Q4	$33K	Hold	1,500	–	–	0.01%	302
2021 Q3	$28K	Hold	1,500	–	–	0.01%	289
2021 Q2	$31K	Hold	1,500	–	–	0.01%	268
2021 Q1	$35K	Hold	1,500	–	–	0.01%	256
2020 Q4	$30K	Hold	1,500	–	–	0.01%	245
2020 Q3	$27K	Hold	1,500	–	–	0.01%	282
2020 Q2	$23K	Sell	1,500 -417	-22%	-$5.74K	0.01%	263
2020 Q1	$20K	Hold	1,917	–	–	0.01%	233
2019 Q4	$40K	Hold	1,917	–	–	0.01%	205
2019 Q3	$35K	Hold	1,917	–	–	0.01%	211
2019 Q2	$37K	Hold	1,917	–	–	0.01%	215
2019 Q1	$33K	Hold	1,917	–	–	0.01%	210
2018 Q4	$27K	Hold	1,917	–	–	0.01%	207
2018 Q3	$41K	Buy	1,917 +417	+28%	+$9.86K	0.01%	205
2018 Q2	$31K	Hold	1,500	–	–	0.01%	295
2018 Q1	$32K	Hold	1,500	–	–	0.01%	295
2017 Q4	$33K	Hold	1,500	–	–	0.01%	216
2017 Q3	$23K	Hold	1,500	–	–	0.01%	236
2017 Q2	$26K	Hold	1,500	–	–	0.01%	225
2017 Q1	$20K	Hold	1,500	–	–	0.01%	218
2016 Q4	$20K	Buy	+1,500	New	+$18.3K	0.01%	224

Other funds holding FOR

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Lee Financial's FOR Position: Q4 2022 in Review

Lee Financial sold out of Forestar Group (FOR) in Q4 2022, closing a stake of 1,500 shares — an estimated $17K sold.

Lee Financial first reported a position in FOR in Q4 2016 and held it in 24 quarters. The position peaked at $41K in Q3 2018. 114 funds tracked by Wall St. Rank hold FOR as of Q4 2022.

Lee Financial reported no remaining Forestar Group position as of Q4 2022 after selling out during the quarter.
Lee Financial sold 1,500 Forestar Group shares in Q4 2022, an estimated $17K.
Lee Financial first reported a position in Forestar Group in Q4 2016 and held it in 24 quarters.
Lee Financial's Forestar Group position peaked at $41K in Q3 2018.
114 funds tracked by Wall St. Rank held Forestar Group as of Q4 2022.

Based on Lee Financial's 13F filing for Q4 2022, filed 9 Feb 2023.