LF
FTRE icon

Lee Financial’s Fortrea Holdings FTRE Stock Holding History

Lee Financial’s Portfolio FTRE Stock Details FTRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-17
Closed -$487 – 885
2023
Q3 		$487 Buy
+17
New +$503 ﹤0.01% 803

Other funds holding FTRE

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return

Lee Financial's FTRE Position: Q4 2023 in Review

Lee Financial sold out of Fortrea Holdings (FTRE) in Q4 2023, closing a stake of 17 shares — an estimated $487 sold.

Lee Financial first reported a position in FTRE in Q3 2023 and held it in 1 quarter. The position peaked at $487 in Q3 2023. 437 funds tracked by Wall St. Rank hold FTRE as of Q4 2023.

  • Lee Financial reported no remaining Fortrea Holdings position as of Q4 2023 after selling out during the quarter.
  • Lee Financial sold 17 Fortrea Holdings shares in Q4 2023, an estimated $487.
  • Lee Financial first reported a position in Fortrea Holdings in Q3 2023 and held it in 1 quarter.
  • Lee Financial's Fortrea Holdings position peaked at $487 in Q3 2023.
  • 437 funds tracked by Wall St. Rank held Fortrea Holdings as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.