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Lee Financial’s Greif GEF Stock Holding History

Lee Financial’s Portfolio GEF Stock Details GEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7
Closed -$463 – 422
2023
Q4 		$463 Sell
7
-19
-73% -$1.25K ﹤0.01% 827
2023
Q3 		$1.75K Hold
26
– – ﹤0.01% 715
2023
Q2 		$1.8K Hold
26
– – ﹤0.01% 677
2023
Q1 		$1.66K Hold
26
– – ﹤0.01% 707
2022
Q4 		$1.74K Hold
26
– – ﹤0.01% 719
2022
Q3 		$2K Hold
26
– – ﹤0.01% 679
2022
Q2 		$2K Buy
+26
New +$1.59K ﹤0.01% 694

Other funds holding GEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Lee Financial's GEF Position: Q1 2024 in Review

Lee Financial sold out of Greif (GEF) in Q1 2024, closing a stake of 7 shares — an estimated $463 sold.

Lee Financial first reported a position in GEF in Q2 2022 and held it in 7 quarters. The position peaked at $2K in Q3 2022. 238 funds tracked by Wall St. Rank hold GEF as of Q1 2024.

  • Lee Financial reported no remaining Greif position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 7 Greif shares in Q1 2024, an estimated $463.
  • Lee Financial first reported a position in Greif in Q2 2022 and held it in 7 quarters.
  • Lee Financial's Greif position peaked at $2K in Q3 2022.
  • 238 funds tracked by Wall St. Rank held Greif as of Q1 2024.

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