Lee Financial’s Kodiak Gas Services KGS Stock Holding History

Lee Financial’s Portfolio KGS Stock Details KGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-240	Closed	-$4.82K	–	516
2023 Q4	$4.82K	Buy	+240	New	+$4.32K	﹤0.01%	548

Other funds holding KGS

IAM

Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lee Financial's KGS Position: Q1 2024 in Review

Lee Financial sold out of Kodiak Gas Services (KGS) in Q1 2024, closing a stake of 240 shares — an estimated $4.82K sold.

Lee Financial first reported a position in KGS in Q4 2023 and held it in 1 quarter. The position peaked at $4.82K in Q4 2023. 123 funds tracked by Wall St. Rank hold KGS as of Q1 2024.

Lee Financial reported no remaining Kodiak Gas Services position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 240 Kodiak Gas Services shares in Q1 2024, an estimated $4.82K.
Lee Financial first reported a position in Kodiak Gas Services in Q4 2023 and held it in 1 quarter.
Lee Financial's Kodiak Gas Services position peaked at $4.82K in Q4 2023.
123 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q1 2024.

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