Lee Financial’s Prosperity Bancshares PB Stock Holding History

Lee Financial’s Portfolio PB Stock Details PB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-188	Closed	-$11K	–	557
2020 Q2	$11K	Hold	188	–	–	﹤0.01%	357
2020 Q1	$9K	Hold	188	–	–	﹤0.01%	316
2019 Q4	$14K	Sell	188 -187	-50%	-$13.2K	﹤0.01%	301
2019 Q3	$26K	Hold	375	–	–	0.01%	234
2019 Q2	$25K	Hold	375	–	–	0.01%	248
2019 Q1	$26K	Hold	375	–	–	0.01%	231
2018 Q4	$23K	Hold	375	–	–	0.01%	217
2018 Q3	$26K	Hold	375	–	–	0.01%	233
2018 Q2	$26K	Hold	375	–	–	0.01%	313
2018 Q1	$27K	Hold	375	–	–	0.01%	318
2017 Q4	$26K	Hold	375	–	–	0.01%	233
2017 Q3	$25K	Hold	375	–	–	0.01%	226
2017 Q2	$24K	Hold	375	–	–	0.01%	235
2017 Q1	$26K	Hold	375	–	–	0.01%	203
2016 Q4	$27K	Buy	+375	New	+$23.4K	0.02%	209

Other funds holding PB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Lee Financial's PB Position: Q3 2020 in Review

Lee Financial sold out of Prosperity Bancshares (PB) in Q3 2020, closing a stake of 188 shares — an estimated $11K sold.

Lee Financial first reported a position in PB in Q4 2016 and held it in 15 quarters. The position peaked at $27K in Q1 2018. 303 funds tracked by Wall St. Rank hold PB as of Q3 2020.

Lee Financial reported no remaining Prosperity Bancshares position as of Q3 2020 after selling out during the quarter.
Lee Financial sold 188 Prosperity Bancshares shares in Q3 2020, an estimated $11K.
Lee Financial first reported a position in Prosperity Bancshares in Q4 2016 and held it in 15 quarters.
Lee Financial's Prosperity Bancshares position peaked at $27K in Q1 2018.
303 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2020.

Based on Lee Financial's 13F filing for Q3 2020, filed 3 Nov 2020.