LF
FSP

Lee Financial’s Franklin Street Properties FSP Stock Holding History

Lee Financial’s Portfolio FSP Stock Details FSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-245
Closed -$1K – 954
2022
Q3 		$1K Sell
245
-330
-57% -$1.09K ﹤0.01% 757
2022
Q2 		$2K Buy
575
+469
+442% +$2.25K ﹤0.01% 692
2022
Q1 		$1K Sell
106
-232
-69% -$1.34K ﹤0.01% 720
2021
Q4 		$2K Buy
+338
New +$1.89K ﹤0.01% 740
2021
Q3 		– Sell
-327
Closed -$2K – 708
2021
Q2 		$2K Buy
+327
New +$1.75K ﹤0.01% 571

Other funds holding FSP

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Lee Financial's FSP Position: Q4 2022 in Review

Lee Financial sold out of Franklin Street Properties (FSP) in Q4 2022, closing a stake of 245 shares — an estimated $1K sold.

Lee Financial first reported a position in FSP in Q2 2021 and held it in 5 quarters. The position peaked at $2K in Q2 2022. 172 funds tracked by Wall St. Rank hold FSP as of Q4 2022.

  • Lee Financial reported no remaining Franklin Street Properties position as of Q4 2022 after selling out during the quarter.
  • Lee Financial sold 245 Franklin Street Properties shares in Q4 2022, an estimated $1K.
  • Lee Financial first reported a position in Franklin Street Properties in Q2 2021 and held it in 5 quarters.
  • Lee Financial's Franklin Street Properties position peaked at $2K in Q2 2022.
  • 172 funds tracked by Wall St. Rank held Franklin Street Properties as of Q4 2022.

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