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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Lee Financial's NOW Position: Q1 2024 in Review

Lee Financial sold out of ServiceNow (NOW) in Q1 2024, closing a stake of 60 shares — an estimated $8.48K sold.

Lee Financial first reported a position in NOW in Q3 2020 and held it in 12 quarters. The position peaked at $58K in Q3 2020. 1,822 funds tracked by Wall St. Rank hold NOW as of Q1 2024.

  • Lee Financial reported no remaining ServiceNow position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 60 ServiceNow shares in Q1 2024, an estimated $8.48K.
  • Lee Financial first reported a position in ServiceNow in Q3 2020 and held it in 12 quarters.
  • Lee Financial's ServiceNow position peaked at $58K in Q3 2020.
  • 1,822 funds tracked by Wall St. Rank held ServiceNow as of Q1 2024.

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