Lee Financial’s Grand Canyon Education LOPE Stock Holding History

Lee Financial’s Portfolio LOPE Stock Details LOPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-80	Closed	-$10.6K	–	538
2023 Q4	$10.6K	Hold	80	–	–	﹤0.01%	418
2023 Q3	$9.35K	Hold	80	–	–	﹤0.01%	417
2023 Q2	$8.26K	Hold	80	–	–	﹤0.01%	436
2023 Q1	$9.11K	Hold	80	–	–	﹤0.01%	438
2022 Q4	$8.45K	Hold	80	–	–	﹤0.01%	485
2022 Q3	$7K	Hold	80	–	–	﹤0.01%	496
2022 Q2	$8K	Hold	80	–	–	﹤0.01%	489
2022 Q1	$8K	Hold	80	–	–	﹤0.01%	469
2021 Q4	$7K	Hold	80	–	–	﹤0.01%	554
2021 Q3	$7K	Hold	80	–	–	﹤0.01%	461
2021 Q2	$7K	Hold	80	–	–	﹤0.01%	440
2021 Q1	$9K	Hold	80	–	–	﹤0.01%	399
2020 Q4	$7K	Hold	80	–	–	﹤0.01%	407
2020 Q3	$6K	Hold	80	–	–	﹤0.01%	448
2020 Q2	$7K	Hold	80	–	–	﹤0.01%	411
2020 Q1	$6K	Hold	80	–	–	﹤0.01%	358
2019 Q4	$8K	Hold	80	–	–	﹤0.01%	380
2019 Q3	$8K	Hold	80	–	–	﹤0.01%	383
2019 Q2	$9K	Buy	+80	New	+$9.55K	﹤0.01%	367

Other funds holding LOPE

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

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Lee Financial's LOPE Position: Q1 2024 in Review

Lee Financial sold out of Grand Canyon Education (LOPE) in Q1 2024, closing a stake of 80 shares — an estimated $10.6K sold.

Lee Financial first reported a position in LOPE in Q2 2019 and held it in 19 quarters. The position peaked at $10.6K in Q4 2023. 372 funds tracked by Wall St. Rank hold LOPE as of Q1 2024.

Lee Financial reported no remaining Grand Canyon Education position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 80 Grand Canyon Education shares in Q1 2024, an estimated $10.6K.
Lee Financial first reported a position in Grand Canyon Education in Q2 2019 and held it in 19 quarters.
Lee Financial's Grand Canyon Education position peaked at $10.6K in Q4 2023.
372 funds tracked by Wall St. Rank held Grand Canyon Education as of Q1 2024.

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