LF
MSB

Lee Financial’s Mesabi Trust MSB Stock Holding History

Lee Financial’s Portfolio MSB Stock Details MSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,700
Closed -$42.9K – 816
2023
Q1 		$42.9K Hold
1,700
– – 0.01% 242
2022
Q4 		$30.6K Hold
1,700
– – 0.01% 294
2022
Q3 		$36K Buy
+1,700
New +$43.8K 0.01% 277
2018
Q2 		– Sell
-2,300
Closed -$59K – 813
2018
Q1 		$59K Buy
+2,300
New +$61.7K 0.02% 246

Other funds holding MSB

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return

Lee Financial's MSB Position: Q2 2023 in Review

Lee Financial sold out of Mesabi Trust (MSB) in Q2 2023, closing a stake of 1,700 shares — an estimated $42.9K sold.

Lee Financial first reported a position in MSB in Q1 2018 and held it in 4 quarters. The position peaked at $59K in Q1 2018. 45 funds tracked by Wall St. Rank hold MSB as of Q2 2023.

  • Lee Financial reported no remaining Mesabi Trust position as of Q2 2023 after selling out during the quarter.
  • Lee Financial sold 1,700 Mesabi Trust shares in Q2 2023, an estimated $42.9K.
  • Lee Financial first reported a position in Mesabi Trust in Q1 2018 and held it in 4 quarters.
  • Lee Financial's Mesabi Trust position peaked at $59K in Q1 2018.
  • 45 funds tracked by Wall St. Rank held Mesabi Trust as of Q2 2023.

Based on Lee Financial's 13F filing for Q2 2023, filed 8 Aug 2023.