LF
GMS

Lee Financial’s GMS Inc GMS Stock Holding History

Lee Financial’s Portfolio GMS Stock Details GMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-52
Closed -$4.29K – 433
2023
Q4 		$4.29K Buy
+52
New +$3.48K ﹤0.01% 578
2018
Q3 		– Sell
-250
Closed -$7K – 556
2018
Q2 		$7K Sell
250
-250
-50% -$7.59K ﹤0.01% 564
2018
Q1 		$15K Buy
500
+250
+100% +$8.48K ﹤0.01% 400
2017
Q4 		$9K Hold
250
– – ﹤0.01% 352
2017
Q3 		$9K Hold
250
– – ﹤0.01% 349
2017
Q2 		$7K Buy
+250
New +$8.39K ﹤0.01% 374

Other funds holding GMS

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Lee Financial's GMS Position: Q1 2024 in Review

Lee Financial sold out of GMS Inc (GMS) in Q1 2024, closing a stake of 52 shares — an estimated $4.29K sold.

Lee Financial first reported a position in GMS in Q2 2017 and held it in 6 quarters. The position peaked at $15K in Q1 2018. 319 funds tracked by Wall St. Rank hold GMS as of Q1 2024.

  • Lee Financial reported no remaining GMS Inc position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 52 GMS Inc shares in Q1 2024, an estimated $4.29K.
  • Lee Financial first reported a position in GMS Inc in Q2 2017 and held it in 6 quarters.
  • Lee Financial's GMS Inc position peaked at $15K in Q1 2018.
  • 319 funds tracked by Wall St. Rank held GMS Inc as of Q1 2024.

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