Lee Financial’s Jazz Pharmaceuticals JAZZ Stock Holding History

Lee Financial’s Portfolio JAZZ Stock Details JAZZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-118	Closed	-$14.5K	–	507
2023 Q4	$14.5K	Hold	118	–	–	﹤0.01%	369
2023 Q3	$15.3K	Hold	118	–	–	﹤0.01%	340
2023 Q2	$14.6K	Hold	118	–	–	﹤0.01%	350
2023 Q1	$17.3K	Buy	118 +20	+20%	+$2.96K	﹤0.01%	331
2022 Q4	$15.6K	Hold	98	–	–	﹤0.01%	393
2022 Q3	$13K	Sell	98 -20	-17%	-$3.04K	﹤0.01%	396
2022 Q2	$18K	Hold	118	–	–	﹤0.01%	348
2022 Q1	$18K	Hold	118	–	–	﹤0.01%	355
2021 Q4	$15K	Buy	118 +35	+42%	+$4.6K	﹤0.01%	417
2021 Q3	$11K	Hold	83	–	–	﹤0.01%	409
2021 Q2	$15K	Hold	83	–	–	﹤0.01%	359
2021 Q1	$14K	Hold	83	–	–	﹤0.01%	352
2020 Q4	$14K	Hold	83	–	–	﹤0.01%	334
2020 Q3	$12K	Buy	83 +10	+14%	+$1.24K	﹤0.01%	379
2020 Q2	$8K	Hold	73	–	–	﹤0.01%	398
2020 Q1	$7K	Hold	73	–	–	﹤0.01%	342
2019 Q4	$11K	Hold	73	–	–	﹤0.01%	337
2019 Q3	$9K	Buy	73 +15	+26%	+$2.01K	﹤0.01%	362
2019 Q2	$8K	Hold	58	–	–	﹤0.01%	385
2019 Q1	$8K	Buy	58 +20	+53%	+$2.61K	﹤0.01%	368
2018 Q4	$5K	Buy	+38	New	+$5.64K	﹤0.01%	367

Other funds holding JAZZ

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

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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Lee Financial's JAZZ Position: Q1 2024 in Review

Lee Financial sold out of Jazz Pharmaceuticals (JAZZ) in Q1 2024, closing a stake of 118 shares — an estimated $14.5K sold.

Lee Financial first reported a position in JAZZ in Q4 2018 and held it in 21 quarters. The position peaked at $18K in Q2 2022. 481 funds tracked by Wall St. Rank hold JAZZ as of Q1 2024.

Lee Financial reported no remaining Jazz Pharmaceuticals position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 118 Jazz Pharmaceuticals shares in Q1 2024, an estimated $14.5K.
Lee Financial first reported a position in Jazz Pharmaceuticals in Q4 2018 and held it in 21 quarters.
Lee Financial's Jazz Pharmaceuticals position peaked at $18K in Q2 2022.
481 funds tracked by Wall St. Rank held Jazz Pharmaceuticals as of Q1 2024.

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