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Lee Financial’s OneMain Financial OMF Stock Holding History

Lee Financial’s Portfolio OMF Stock Details OMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-63
Closed -$3.1K – 611
2023
Q4 		$3.1K Hold
63
– – ﹤0.01% 647
2023
Q3 		$2.53K Hold
63
– – ﹤0.01% 643
2023
Q2 		$2.75K Hold
63
– – ﹤0.01% 596
2023
Q1 		$2.34K Buy
63
+62
+6,200% +$2.49K ﹤0.01% 642
2022
Q4 		$33 Hold
1
– – ﹤0.01% 924
2022
Q3 		$0 Sell
1
-4
-80% -$147 ﹤0.01% 959
2022
Q2 		$0 Buy
5
+4
+400% +$173 ﹤0.01% 951
2022
Q1 		$0 Sell
1
-47
-98% -$2.34K ﹤0.01% 900
2021
Q4 		$2K Hold
48
– – ﹤0.01% 766
2021
Q3 		$3K Buy
+48
New +$2.79K ﹤0.01% 562

Other funds holding OMF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Lee Financial's OMF Position: Q1 2024 in Review

Lee Financial sold out of OneMain Financial (OMF) in Q1 2024, closing a stake of 63 shares — an estimated $3.1K sold.

Lee Financial first reported a position in OMF in Q3 2021 and held it in 10 quarters. The position peaked at $3.1K in Q4 2023. 346 funds tracked by Wall St. Rank hold OMF as of Q1 2024.

  • Lee Financial reported no remaining OneMain Financial position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 63 OneMain Financial shares in Q1 2024, an estimated $3.1K.
  • Lee Financial first reported a position in OneMain Financial in Q3 2021 and held it in 10 quarters.
  • Lee Financial's OneMain Financial position peaked at $3.1K in Q4 2023.
  • 346 funds tracked by Wall St. Rank held OneMain Financial as of Q1 2024.

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