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Lee Financial’s Liberty Global Class C LBTYK Stock Holding History

Lee Financial’s Portfolio LBTYK Stock Details LBTYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-103
Closed -$1.91K – 897
2023
Q3 		$1.91K Hold
103
– – ﹤0.01% 695
2023
Q2 		$1.83K Hold
103
– – ﹤0.01% 675
2023
Q1 		$2.1K Hold
103
– – ﹤0.01% 667
2022
Q4 		$2K Buy
+103
New +$1.95K ﹤0.01% 693

Other funds holding LBTYK

BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Lee Financial's LBTYK Position: Q4 2023 in Review

Lee Financial sold out of Liberty Global Class C (LBTYK) in Q4 2023, closing a stake of 103 shares — an estimated $1.91K sold.

Lee Financial first reported a position in LBTYK in Q4 2022 and held it in 4 quarters. The position peaked at $2.1K in Q1 2023. 290 funds tracked by Wall St. Rank hold LBTYK as of Q4 2023.

  • Lee Financial reported no remaining Liberty Global Class C position as of Q4 2023 after selling out during the quarter.
  • Lee Financial sold 103 Liberty Global Class C shares in Q4 2023, an estimated $1.91K.
  • Lee Financial first reported a position in Liberty Global Class C in Q4 2022 and held it in 4 quarters.
  • Lee Financial's Liberty Global Class C position peaked at $2.1K in Q1 2023.
  • 290 funds tracked by Wall St. Rank held Liberty Global Class C as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.