LF
PCH

Lee Financial’s PotlatchDeltic PCH Stock Holding History

Lee Financial’s Portfolio PCH Stock Details PCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-11
Closed -$500 – 907
2023
Q3 		$500 Hold
11
– – ﹤0.01% 802
2023
Q2 		$582 Sell
11
-15
-58% -$721 ﹤0.01% 742
2023
Q1 		$1.29K Hold
26
– – ﹤0.01% 721
2022
Q4 		$1.14K Sell
26
-91
-78% -$4.12K ﹤0.01% 766
2022
Q3 		$5K Sell
117
-31
-21% -$1.42K ﹤0.01% 546
2022
Q2 		$7K Buy
148
+48
+48% +$2.48K ﹤0.01% 510
2022
Q1 		$5K Buy
100
+33
+49% +$1.8K ﹤0.01% 515
2021
Q4 		$4K Hold
67
– – ﹤0.01% 638
2021
Q3 		$3K Buy
67
+34
+103% +$1.77K ﹤0.01% 563
2021
Q2 		$2K Buy
+33
New +$1.9K ﹤0.01% 604

Other funds holding PCH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Lee Financial's PCH Position: Q4 2023 in Review

Lee Financial sold out of PotlatchDeltic (PCH) in Q4 2023, closing a stake of 11 shares — an estimated $500 sold.

Lee Financial first reported a position in PCH in Q2 2021 and held it in 10 quarters. The position peaked at $7K in Q2 2022. 300 funds tracked by Wall St. Rank hold PCH as of Q4 2023.

  • Lee Financial reported no remaining PotlatchDeltic position as of Q4 2023 after selling out during the quarter.
  • Lee Financial sold 11 PotlatchDeltic shares in Q4 2023, an estimated $500.
  • Lee Financial first reported a position in PotlatchDeltic in Q2 2021 and held it in 10 quarters.
  • Lee Financial's PotlatchDeltic position peaked at $7K in Q2 2022.
  • 300 funds tracked by Wall St. Rank held PotlatchDeltic as of Q4 2023.

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