Lee Financial’s PBF Energy PBF Stock Holding History

Lee Financial’s Portfolio PBF Stock Details PBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-43	Closed	-$1.89K	–	622
2023 Q4	$1.89K	Hold	43	–	–	﹤0.01%	754
2023 Q3	$2.3K	Hold	43	–	–	﹤0.01%	653
2023 Q2	$1.76K	Sell	43 -19	-31%	-$722	﹤0.01%	679
2023 Q1	$2.69K	Buy	+62	New	+$2.61K	﹤0.01%	618

Other funds holding PBF

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Lee Financial's PBF Position: Q1 2024 in Review

Lee Financial sold out of PBF Energy (PBF) in Q1 2024, closing a stake of 43 shares — an estimated $1.89K sold.

Lee Financial first reported a position in PBF in Q1 2023 and held it in 4 quarters. The position peaked at $2.69K in Q1 2023. 390 funds tracked by Wall St. Rank hold PBF as of Q1 2024.

Lee Financial reported no remaining PBF Energy position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 43 PBF Energy shares in Q1 2024, an estimated $1.89K.
Lee Financial first reported a position in PBF Energy in Q1 2023 and held it in 4 quarters.
Lee Financial's PBF Energy position peaked at $2.69K in Q1 2023.
390 funds tracked by Wall St. Rank held PBF Energy as of Q1 2024.

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