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Lee Financial’s Fox Factory Holding Corp FOXF Stock Holding History

Lee Financial’s Portfolio FOXF Stock Details FOXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2
Closed -$182 – 861
2022
Q4 		$182 Hold
2
– – ﹤0.01% 890
2022
Q3 		$0 Hold
2
– – ﹤0.01% 881
2022
Q2 		$0 Buy
+2
New +$168 ﹤0.01% 898
2022
Q1 		– Sell
-9
Closed -$2K – 835
2021
Q4 		$2K Buy
+9
New +$1.51K ﹤0.01% 739
2018
Q2 		– Sell
-141
Closed -$5K – 798
2018
Q1 		$5K Buy
+141
New +$5.35K ﹤0.01% 616

Other funds holding FOXF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Lee Financial's FOXF Position: Q1 2023 in Review

Lee Financial sold out of Fox Factory Holding Corp (FOXF) in Q1 2023, closing a stake of 2 shares — an estimated $182 sold.

Lee Financial first reported a position in FOXF in Q1 2018 and held it in 5 quarters. The position peaked at $5K in Q1 2018. 326 funds tracked by Wall St. Rank hold FOXF as of Q1 2023.

  • Lee Financial reported no remaining Fox Factory Holding Corp position as of Q1 2023 after selling out during the quarter.
  • Lee Financial sold 2 Fox Factory Holding Corp shares in Q1 2023, an estimated $182.
  • Lee Financial first reported a position in Fox Factory Holding Corp in Q1 2018 and held it in 5 quarters.
  • Lee Financial's Fox Factory Holding Corp position peaked at $5K in Q1 2018.
  • 326 funds tracked by Wall St. Rank held Fox Factory Holding Corp as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.