Lee Financial’s Horizon Global Corporation HZN Stock Holding History

Lee Financial’s Portfolio HZN Stock Details HZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-280	Closed	-$2K	–	843
2018 Q1	$2K	Hold	280	–	–	﹤0.01%	712
2017 Q4	$4K	Hold	280	–	–	﹤0.01%	438
2017 Q3	$5K	Hold	280	–	–	﹤0.01%	412
2017 Q2	$4K	Hold	280	–	–	﹤0.01%	422
2017 Q1	$4K	Buy	+280	New	+$5.12K	﹤0.01%	364

Other funds holding HZN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Spitfire Capital Mill Valley, California $77.1M AUM 13.16% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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

SCPM

Sagard Capital Partners Management New York $46.7M AUM 23.43% 1-Year Est. Return

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

MCM

Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return

RCM

Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Lee Financial's HZN Position: Q2 2018 in Review

Lee Financial sold out of Horizon Global Corporation (HZN) in Q2 2018, closing a stake of 280 shares — an estimated $2K sold.

Lee Financial first reported a position in HZN in Q1 2017 and held it in 5 quarters. The position peaked at $5K in Q3 2017. 76 funds tracked by Wall St. Rank hold HZN as of Q2 2018.

Lee Financial reported no remaining Horizon Global Corporation position as of Q2 2018 after selling out during the quarter.
Lee Financial sold 280 Horizon Global Corporation shares in Q2 2018, an estimated $2K.
Lee Financial first reported a position in Horizon Global Corporation in Q1 2017 and held it in 5 quarters.
Lee Financial's Horizon Global Corporation position peaked at $5K in Q3 2017.
76 funds tracked by Wall St. Rank held Horizon Global Corporation as of Q2 2018.

Based on Lee Financial's 13F filing for Q2 2018, filed 14 Aug 2018.