LF
GTLS icon

Lee Financial’s Chart Industries GTLS Stock Holding History

Lee Financial’s Portfolio GTLS Stock Details GTLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-60
Closed -$8.18K – 440
2023
Q4 		$8.18K Hold
60
– – ﹤0.01% 469
2023
Q3 		$10.1K Buy
+60
New +$10.1K ﹤0.01% 407
2022
Q1 		– Sell
-13
Closed -$2K – 845
2021
Q4 		$2K Buy
+13
New +$2.3K ﹤0.01% 741

Other funds holding GTLS

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lee Financial's GTLS Position: Q1 2024 in Review

Lee Financial sold out of Chart Industries (GTLS) in Q1 2024, closing a stake of 60 shares — an estimated $8.18K sold.

Lee Financial first reported a position in GTLS in Q4 2021 and held it in 3 quarters. The position peaked at $10.1K in Q3 2023. 449 funds tracked by Wall St. Rank hold GTLS as of Q1 2024.

  • Lee Financial reported no remaining Chart Industries position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 60 Chart Industries shares in Q1 2024, an estimated $8.18K.
  • Lee Financial first reported a position in Chart Industries in Q4 2021 and held it in 3 quarters.
  • Lee Financial's Chart Industries position peaked at $10.1K in Q3 2023.
  • 449 funds tracked by Wall St. Rank held Chart Industries as of Q1 2024.

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