Lee Financial’s OR Royalties Inc OR Stock Holding History

Lee Financial’s Portfolio OR Stock Details OR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-865	Closed	-$13.3K	–	847
2023 Q2	$13.3K	Buy	+865	New	+$14K	﹤0.01%	367

Other funds holding OR

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

Lee Financial's OR Position: Q3 2023 in Review

Lee Financial sold out of OR Royalties Inc (OR) in Q3 2023, closing a stake of 865 shares — an estimated $13.3K sold.

Lee Financial first reported a position in OR in Q2 2023 and held it in 1 quarter. The position peaked at $13.3K in Q2 2023. 163 funds tracked by Wall St. Rank hold OR as of Q3 2023.

Lee Financial reported no remaining OR Royalties Inc position as of Q3 2023 after selling out during the quarter.
Lee Financial sold 865 OR Royalties Inc shares in Q3 2023, an estimated $13.3K.
Lee Financial first reported a position in OR Royalties Inc in Q2 2023 and held it in 1 quarter.
Lee Financial's OR Royalties Inc position peaked at $13.3K in Q2 2023.
163 funds tracked by Wall St. Rank held OR Royalties Inc as of Q3 2023.

Based on Lee Financial's 13F filing for Q3 2023, filed 9 Nov 2023.