Lee Financial’s Glacier Bancorp GBCI Stock Holding History

Lee Financial’s Portfolio GBCI Stock Details GBCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-245	Closed	-$10.1K	–	417
2023 Q4	$10.1K	Hold	245	–	–	﹤0.01%	427
2023 Q3	$6.98K	Hold	245	–	–	﹤0.01%	467
2023 Q2	$7.64K	Hold	245	–	–	﹤0.01%	451
2023 Q1	$10.3K	Buy	245 +45	+23%	+$2.06K	﹤0.01%	412
2022 Q4	$9.88K	Hold	200	–	–	﹤0.01%	465
2022 Q3	$10K	Hold	200	–	–	﹤0.01%	431
2022 Q2	$9K	Hold	200	–	–	﹤0.01%	462
2022 Q1	$10K	Hold	200	–	–	﹤0.01%	431
2021 Q4	$11K	Hold	200	–	–	﹤0.01%	477
2021 Q3	$11K	Hold	200	–	–	﹤0.01%	407
2021 Q2	$11K	Hold	200	–	–	﹤0.01%	391
2021 Q1	$11K	Hold	200	–	–	﹤0.01%	373
2020 Q4	$9K	Hold	200	–	–	﹤0.01%	385
2020 Q3	$6K	Hold	200	–	–	﹤0.01%	447
2020 Q2	$7K	Hold	200	–	–	﹤0.01%	409
2020 Q1	$7K	Hold	200	–	–	﹤0.01%	340
2019 Q4	$9K	Hold	200	–	–	﹤0.01%	363
2019 Q3	$8K	Hold	200	–	–	﹤0.01%	380
2019 Q2	$8K	Hold	200	–	–	﹤0.01%	384
2019 Q1	$8K	Hold	200	–	–	﹤0.01%	367
2018 Q4	$8K	Hold	200	–	–	﹤0.01%	313
2018 Q3	$9K	Hold	200	–	–	﹤0.01%	343
2018 Q2	$8K	Hold	200	–	–	﹤0.01%	529
2018 Q1	$8K	Hold	200	–	–	﹤0.01%	532
2017 Q4	$8K	Hold	200	–	–	﹤0.01%	371
2017 Q3	$8K	Hold	200	–	–	﹤0.01%	371
2017 Q2	$7K	Buy	200 +70	+54%	+$2.39K	﹤0.01%	372
2017 Q1	$4K	Hold	130	–	–	﹤0.01%	356
2016 Q4	$5K	Buy	+130	New	+$4.18K	﹤0.01%	367

Other funds holding GBCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lee Financial's GBCI Position: Q1 2024 in Review

Lee Financial sold out of Glacier Bancorp (GBCI) in Q1 2024, closing a stake of 245 shares — an estimated $10.1K sold.

Lee Financial first reported a position in GBCI in Q4 2016 and held it in 29 quarters. The position peaked at $11K in Q4 2021. 321 funds tracked by Wall St. Rank hold GBCI as of Q1 2024.

Lee Financial reported no remaining Glacier Bancorp position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 245 Glacier Bancorp shares in Q1 2024, an estimated $10.1K.
Lee Financial first reported a position in Glacier Bancorp in Q4 2016 and held it in 29 quarters.
Lee Financial's Glacier Bancorp position peaked at $11K in Q4 2021.
321 funds tracked by Wall St. Rank held Glacier Bancorp as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.