Lee Financial’s Howmet Aerospace HWM Stock Holding History

Lee Financial’s Portfolio HWM Stock Details HWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-106	Closed	-$5.74K	–	465
2023 Q4	$5.74K	Buy	106 +40	+61%	+$1.97K	﹤0.01%	519
2023 Q3	$3.05K	Hold	66	–	–	﹤0.01%	596
2023 Q2	$3.27K	Hold	66	–	–	﹤0.01%	569
2023 Q1	$2.8K	Hold	66	–	–	﹤0.01%	610
2022 Q4	$2.6K	Hold	66	–	–	﹤0.01%	649
2022 Q3	$2K	Hold	66	–	–	﹤0.01%	684
2022 Q2	$2K	Hold	66	–	–	﹤0.01%	700
2022 Q1	$2K	Buy	66 +60	+1,000%	+$2.05K	﹤0.01%	651
2021 Q4	$0	Hold	6	–	–	﹤0.01%	927
2021 Q3	$0	Sell	6 -54	-90%	-$1.74K	﹤0.01%	713
2021 Q2	$2K	Buy	+60	New	+$2K	﹤0.01%	580
2020 Q3	–	Sell	-29	Closed	–	–	545
2020 Q2	$0	Buy	+29	New	+$381	﹤0.01%	531
2020 Q1	–	Sell	-38	Closed	-$1K	–	492
2019 Q4	$1K	Hold	38	–	–	﹤0.01%	483
2019 Q3	$1K	Hold	38	–	–	﹤0.01%	497
2019 Q2	$1K	Hold	38	–	–	﹤0.01%	505
2019 Q1	$1K	Buy	+38	New	+$545	﹤0.01%	499

Other funds holding HWM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lee Financial's HWM Position: Q1 2024 in Review

Lee Financial sold out of Howmet Aerospace (HWM) in Q1 2024, closing a stake of 106 shares — an estimated $5.74K sold.

Lee Financial first reported a position in HWM in Q1 2019 and held it in 16 quarters. The position peaked at $5.74K in Q4 2023. 701 funds tracked by Wall St. Rank hold HWM as of Q1 2024.

Lee Financial reported no remaining Howmet Aerospace position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 106 Howmet Aerospace shares in Q1 2024, an estimated $5.74K.
Lee Financial first reported a position in Howmet Aerospace in Q1 2019 and held it in 16 quarters.
Lee Financial's Howmet Aerospace position peaked at $5.74K in Q4 2023.
701 funds tracked by Wall St. Rank held Howmet Aerospace as of Q1 2024.

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