Lee Financial’s Procore PCOR Stock Holding History

Lee Financial’s Portfolio PCOR Stock Details PCOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-210	Closed	-$14.5K	–	624
2023 Q4	$14.5K	Buy	+210	New	+$13K	﹤0.01%	368
2022 Q1	–	Sell	-10	Closed	-$1K	–	905
2021 Q4	$1K	Buy	+10	New	+$876	﹤0.01%	861

Other funds holding PCOR

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

1WCM

12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return

Lee Financial's PCOR Position: Q1 2024 in Review

Lee Financial sold out of Procore (PCOR) in Q1 2024, closing a stake of 210 shares — an estimated $14.5K sold.

Lee Financial first reported a position in PCOR in Q4 2021 and held it in 2 quarters. The position peaked at $14.5K in Q4 2023. 376 funds tracked by Wall St. Rank hold PCOR as of Q1 2024.

Lee Financial reported no remaining Procore position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 210 Procore shares in Q1 2024, an estimated $14.5K.
Lee Financial first reported a position in Procore in Q4 2021 and held it in 2 quarters.
Lee Financial's Procore position peaked at $14.5K in Q4 2023.
376 funds tracked by Wall St. Rank held Procore as of Q1 2024.

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