Lee Financial’s nCino NCNO Stock Holding History

Lee Financial’s Portfolio NCNO Stock Details NCNO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-22	Closed	-$1K	–	889
2021 Q4	$1K	Buy	+22	New	+$1.43K	﹤0.01%	853

Other funds holding NCNO

IHG

Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

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

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Salesforce Inc San Francisco, California $114M AUM 53.18% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Lee Financial's NCNO Position: Q1 2022 in Review

Lee Financial sold out of nCino (NCNO) in Q1 2022, closing a stake of 22 shares — an estimated $1K sold.

Lee Financial first reported a position in NCNO in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 199 funds tracked by Wall St. Rank hold NCNO as of Q1 2022.

Lee Financial reported no remaining nCino position as of Q1 2022 after selling out during the quarter.
Lee Financial sold 22 nCino shares in Q1 2022, an estimated $1K.
Lee Financial first reported a position in nCino in Q4 2021 and held it in 1 quarter.
Lee Financial's nCino position peaked at $1K in Q4 2021.
199 funds tracked by Wall St. Rank held nCino as of Q1 2022.

Based on Lee Financial's 13F filing for Q1 2022, filed 11 May 2022.