Lee Financial’s Global Partners GLP Stock Holding History

Lee Financial’s Portfolio GLP Stock Details GLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-18,800	Closed	-$902K	–	157
2025 Q3	$902K	Buy	+18,800	New	+$964K	0.11%	97
2025 Q1	–	Sell	-18,800	Closed	-$875K	–	160
2024 Q4	$875K	Hold	18,800	–	–	0.12%	89
2024 Q3	$875K	Buy	+18,800	New	+$797K	0.12%	89
2023 Q1	–	Sell	-25,800	Closed	-$897K	–	864
2022 Q4	$897K	Hold	25,800	–	–	0.15%	69
2022 Q3	$639K	Hold	25,800	–	–	0.12%	83
2022 Q2	$606K	Hold	25,800	–	–	0.11%	86
2022 Q1	$704K	Hold	25,800	–	–	0.13%	79
2021 Q4	$606K	Hold	25,800	–	–	0.11%	89
2021 Q3	$546K	Hold	25,800	–	–	0.11%	87
2021 Q2	$669K	Hold	25,800	–	–	0.14%	79
2021 Q1	$551K	Hold	25,800	–	–	0.13%	85
2020 Q4	$429K	Hold	25,800	–	–	0.11%	88
2020 Q3	$338K	Hold	25,800	–	–	0.09%	92
2020 Q2	$253K	Hold	25,800	–	–	0.07%	109
2020 Q1	$228K	Buy	25,800 +25,000	+3,125%	+$420K	0.08%	101
2019 Q4	$16K	Hold	800	–	–	﹤0.01%	278
2019 Q3	$16K	Hold	800	–	–	﹤0.01%	277
2019 Q2	$16K	Hold	800	–	–	﹤0.01%	286
2019 Q1	$16K	Hold	800	–	–	﹤0.01%	274
2018 Q4	$13K	Hold	800	–	–	﹤0.01%	254
2018 Q3	$15K	Hold	800	–	–	﹤0.01%	278
2018 Q2	$14K	Hold	800	–	–	﹤0.01%	413
2018 Q1	$12K	Hold	800	–	–	﹤0.01%	438
2017 Q4	$13K	Hold	800	–	–	﹤0.01%	288
2017 Q3	$14K	Hold	800	–	–	﹤0.01%	281
2017 Q2	$14K	Hold	800	–	–	0.01%	279
2017 Q1	$16K	Hold	800	–	–	0.01%	228
2016 Q4	$16K	Buy	+800	New	+$12.9K	0.01%	240

Other funds holding GLP

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hartree Partners New York $467M AUM 66.71% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lee Financial's GLP Position: Q4 2025 in Review

Lee Financial sold out of Global Partners (GLP) in Q4 2025, closing a stake of 18,800 shares — an estimated $902K sold.

Lee Financial first reported a position in GLP in Q4 2016 and held it in 28 quarters. The position peaked at $902K in Q3 2025. 98 funds tracked by Wall St. Rank hold GLP as of Q4 2025.

Lee Financial reported no remaining Global Partners position as of Q4 2025 after selling out during the quarter.
Lee Financial sold 18,800 Global Partners shares in Q4 2025, an estimated $902K.
Lee Financial first reported a position in Global Partners in Q4 2016 and held it in 28 quarters.
Lee Financial's Global Partners position peaked at $902K in Q3 2025.
98 funds tracked by Wall St. Rank held Global Partners as of Q4 2025.

Based on Lee Financial's 13F filing for Q4 2025, filed 22 Jan 2026.