LF
PACW

Lee Financial’s PacWest Bancorp PACW Stock Holding History

Lee Financial’s Portfolio PACW Stock Details PACW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4,518
Closed -$35.7K – 943
2023
Q3 		$35.7K Hold
4,518
– – 0.01% 250
2023
Q2 		$36.8K Buy
4,518
+2,000
+79% +$16.1K 0.01% 245
2023
Q1 		$24.5K Buy
2,518
+1,500
+147% +$33.4K ﹤0.01% 284
2022
Q4 		$23.4K Hold
1,018
– – ﹤0.01% 323
2022
Q3 		$23K Hold
1,018
– – ﹤0.01% 317
2022
Q2 		$27K Hold
1,018
– – 0.01% 301
2022
Q1 		$44K Hold
1,018
– – 0.01% 252
2021
Q4 		$46K Hold
1,018
– – 0.01% 266
2021
Q3 		$46K Hold
1,018
– – 0.01% 236
2021
Q2 		$42K Sell
1,018
-1,018
-50% -$43.5K 0.01% 246
2021
Q1 		$78K Hold
2,036
– – 0.02% 195
2020
Q4 		$52K Sell
2,036
-415
-17% -$9.26K 0.01% 207
2020
Q3 		$42K Sell
2,451
-167
-6% -$3.1K 0.01% 251
2020
Q2 		$51K Buy
2,618
+37
+1% +$686 0.01% 204
2020
Q1 		$46K Sell
2,581
-16,845
-87% -$528K 0.02% 180
2019
Q4 		$743K Buy
19,426
+3,260
+20% +$123K 0.16% 74
2019
Q3 		$587K Sell
16,166
-6,930
-30% -$250K 0.13% 83
2019
Q2 		$896K Sell
23,096
-90
-0.4% -$3.48K 0.2% 66
2019
Q1 		$872K Sell
23,186
-5
-0% -$194 0.2% 66
2018
Q4 		$772K Sell
23,191
-4,255
-16% -$170K 0.21% 61
2018
Q3 		$1.31M Sell
27,446
-90
-0.3% -$4.53K 0.32% 44
2018
Q2 		$1.36M Sell
27,536
-445
-2% -$23.3K 0.32% 46
2018
Q1 		$1.39M Buy
27,981
+25,945
+1,274% +$1.36M 0.35% 45
2017
Q4 		$103K Hold
2,036
– – 0.03% 154
2017
Q3 		$103K Hold
2,036
– – 0.03% 145
2017
Q2 		$95K Hold
2,036
– – 0.04% 149
2017
Q1 		$108K Hold
2,036
– – 0.04% 133
2016
Q4 		$111K Buy
+2,036
New +$98.4K 0.06% 132

Other funds holding PACW

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Lee Financial's PACW Position: Q4 2023 in Review

Lee Financial sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 4,518 shares — an estimated $35.7K sold.

Lee Financial first reported a position in PACW in Q4 2016 and held it in 28 quarters. The position peaked at $1.39M in Q1 2018. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

  • Lee Financial reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
  • Lee Financial sold 4,518 PacWest Bancorp shares in Q4 2023, an estimated $35.7K.
  • Lee Financial first reported a position in PacWest Bancorp in Q4 2016 and held it in 28 quarters.
  • Lee Financial's PacWest Bancorp position peaked at $1.39M in Q1 2018.
  • 4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.