Lee Financial’s James River Group Holdings JRVR Stock Holding History

Lee Financial’s Portfolio JRVR Stock Details JRVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-105	Closed	-$4K	–	494
2019 Q4	$4K	Sell	105 -105	-50%	-$4.13K	﹤0.01%	429
2019 Q3	$11K	Hold	210	–	–	﹤0.01%	323
2019 Q2	$10K	Hold	210	–	–	﹤0.01%	350
2019 Q1	$8K	Hold	210	–	–	﹤0.01%	370
2018 Q4	$8K	Hold	210	–	–	﹤0.01%	317
2018 Q3	$9K	Hold	210	–	–	﹤0.01%	346
2018 Q2	$8K	Hold	210	–	–	﹤0.01%	531
2018 Q1	$7K	Hold	210	–	–	﹤0.01%	566
2017 Q4	$8K	Hold	210	–	–	﹤0.01%	375
2017 Q3	$9K	Hold	210	–	–	﹤0.01%	351
2017 Q2	$8K	Buy	210 +35	+20%	+$1.43K	﹤0.01%	357
2017 Q1	$8K	Hold	175	–	–	﹤0.01%	309
2016 Q4	$7K	Buy	+175	New	+$6.79K	﹤0.01%	344

Other funds holding JRVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lee Financial's JRVR Position: Q1 2020 in Review

Lee Financial sold out of James River Group Holdings (JRVR) in Q1 2020, closing a stake of 105 shares — an estimated $4K sold.

Lee Financial first reported a position in JRVR in Q4 2016 and held it in 13 quarters. The position peaked at $11K in Q3 2019. 157 funds tracked by Wall St. Rank hold JRVR as of Q1 2020.

Lee Financial reported no remaining James River Group Holdings position as of Q1 2020 after selling out during the quarter.
Lee Financial sold 105 James River Group Holdings shares in Q1 2020, an estimated $4K.
Lee Financial first reported a position in James River Group Holdings in Q4 2016 and held it in 13 quarters.
Lee Financial's James River Group Holdings position peaked at $11K in Q3 2019.
157 funds tracked by Wall St. Rank held James River Group Holdings as of Q1 2020.

Based on Lee Financial's 13F filing for Q1 2020, filed 7 May 2020.