Lee Financial’s Piper Sandler PIPR Stock Holding History

Lee Financial’s Portfolio PIPR Stock Details PIPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-532	Closed	-$23.3K	–	637
2023 Q4	$23.3K	Hold	532	–	–	﹤0.01%	301
2023 Q3	$19.3K	Hold	532	–	–	﹤0.01%	302
2023 Q2	$17.2K	Hold	532	–	–	﹤0.01%	326
2023 Q1	$18.4K	Hold	532	–	–	﹤0.01%	323
2022 Q4	$17.3K	Hold	532	–	–	﹤0.01%	367
2022 Q3	$14K	Hold	532	–	–	﹤0.01%	388
2022 Q2	$15K	Buy	532 +72	+16%	+$2.17K	﹤0.01%	385
2022 Q1	$15K	Hold	460	–	–	﹤0.01%	381
2021 Q4	$21K	Sell	460 -20	-4%	-$850	﹤0.01%	367
2021 Q3	$17K	Hold	480	–	–	﹤0.01%	357
2021 Q2	$16K	Hold	480	–	–	﹤0.01%	348
2021 Q1	$13K	Hold	480	–	–	﹤0.01%	364
2020 Q4	$12K	Buy	480 +100	+26%	+$2.27K	﹤0.01%	357
2020 Q3	$7K	Buy	+380	New	+$6.48K	﹤0.01%	438

Other funds holding PIPR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Dimensional Fund Advisors

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

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Geode Capital Management

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return