LF
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Lee Financial’s Fox Class A FOXA Stock Holding History

Lee Financial’s Portfolio FOXA Stock Details FOXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-404
Closed -$12K – 409
2023
Q4 		$12K Buy
404
+135
+50% +$4.08K ﹤0.01% 397
2023
Q3 		$8.39K Buy
269
+60
+29% +$1.97K ﹤0.01% 436
2023
Q2 		$7.11K Hold
209
– – ﹤0.01% 458
2023
Q1 		$7.12K Buy
+209
New +$7.06K ﹤0.01% 473
2022
Q4 		– Sell
-88
Closed -$3K – 953
2022
Q3 		$3K Buy
88
+5
+6% +$169 ﹤0.01% 618
2022
Q2 		$3K Sell
83
-77
-48% -$2.71K ﹤0.01% 624
2022
Q1 		$6K Hold
160
– – ﹤0.01% 496
2021
Q4 		$6K Buy
160
+53
+50% +$2.09K ﹤0.01% 575
2021
Q3 		$4K Buy
107
+60
+128% +$2.21K ﹤0.01% 511
2021
Q2 		$2K Buy
+47
New +$1.76K ﹤0.01% 570

Other funds holding FOXA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return