Lee Financial’s ServiceNow NOW Stock Holding History

Lee Financial’s Portfolio NOW Stock Details NOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-60	Closed	-$8.48K	–	594
2023 Q4	$8.48K	Hold	60	–	–	﹤0.01%	464
2023 Q3	$6.71K	Hold	60	–	–	﹤0.01%	474
2023 Q2	$6.74K	Hold	60	–	–	﹤0.01%	467
2023 Q1	$5.58K	Sell	60 -10	-14%	-$871	﹤0.01%	514
2022 Q4	$5.44K	Buy	70 +15	+27%	+$1.17K	﹤0.01%	541
2022 Q3	$4K	Buy	55 +25	+83%	+$2.25K	﹤0.01%	581
2022 Q2	$3K	Sell	30 -5	-14%	-$477	﹤0.01%	634
2022 Q1	$4K	Sell	35 -235	-87%	-$26.3K	﹤0.01%	541
2021 Q4	$35K	Buy	270 +235	+671%	+$30.9K	0.01%	296
2021 Q3	$4K	Buy	35 +15	+75%	+$1.82K	﹤0.01%	518
2021 Q2	$2K	Buy	+20	New	+$2.03K	﹤0.01%	597
2020 Q4	–	Sell	-600	Closed	-$58K	–	520
2020 Q3	$58K	Buy	+600	New	+$53.6K	0.02%	213

Other funds holding NOW

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

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

T. Rowe Price Associates

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return