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Lee Financial’s Patrick Industries PATK Stock Holding History

Lee Financial’s Portfolio PATK Stock Details PATK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-63
Closed -$4.21K – 620
2023
Q4 		$4.21K Buy
+63
New +$3.46K ﹤0.01% 582
2018
Q3 		– Sell
-450
Closed -$17K – 637
2018
Q2 		$17K Sell
450
-450
-50% -$17.7K ﹤0.01% 379
2018
Q1 		$37K Buy
900
+450
+100% +$19.4K 0.01% 282
2017
Q4 		$21K Hold
450
– – 0.01% 249
2017
Q3 		$17K Hold
450
– – 0.01% 254
2017
Q2 		$15K Buy
+450
New +$14K 0.01% 271

Other funds holding PATK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lee Financial's PATK Position: Q1 2024 in Review

Lee Financial sold out of Patrick Industries (PATK) in Q1 2024, closing a stake of 63 shares — an estimated $4.21K sold.

Lee Financial first reported a position in PATK in Q2 2017 and held it in 6 quarters. The position peaked at $37K in Q1 2018. 272 funds tracked by Wall St. Rank hold PATK as of Q1 2024.

  • Lee Financial reported no remaining Patrick Industries position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 63 Patrick Industries shares in Q1 2024, an estimated $4.21K.
  • Lee Financial first reported a position in Patrick Industries in Q2 2017 and held it in 6 quarters.
  • Lee Financial's Patrick Industries position peaked at $37K in Q1 2018.
  • 272 funds tracked by Wall St. Rank held Patrick Industries as of Q1 2024.

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