Lee Financial’s Packaging Corp of America PKG Stock Holding History

Lee Financial’s Portfolio PKG Stock Details PKG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3	Closed	-$384	–	923
2022 Q4	$384	Hold	3	–	–	﹤0.01%	842
2022 Q3	$0	Hold	3	–	–	﹤0.01%	969
2022 Q2	$0	Buy	+3	New	+$464	﹤0.01%	963
2022 Q1	–	Sell	-25	Closed	-$3K	–	912
2021 Q4	$3K	Buy	+25	New	+$3.36K	﹤0.01%	682
2020 Q3	–	Sell	-28	Closed	-$3K	–	560
2020 Q2	$3K	Hold	28	–	–	﹤0.01%	468
2020 Q1	$2K	Hold	28	–	–	﹤0.01%	443
2019 Q4	$3K	Hold	28	–	–	﹤0.01%	442
2019 Q3	$3K	Hold	28	–	–	﹤0.01%	457
2019 Q2	$3K	Hold	28	–	–	﹤0.01%	463
2019 Q1	$3K	Buy	+28	New	+$2.66K	﹤0.01%	454
2018 Q3	–	Sell	-114	Closed	-$13K	–	644
2018 Q2	$13K	Hold	114	–	–	﹤0.01%	431
2018 Q1	$13K	Buy	+114	New	+$13.8K	﹤0.01%	422

Other funds holding PKG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Lee Financial's PKG Position: Q1 2023 in Review

Lee Financial sold out of Packaging Corp of America (PKG) in Q1 2023, closing a stake of 3 shares — an estimated $384 sold.

Lee Financial first reported a position in PKG in Q1 2018 and held it in 12 quarters. The position peaked at $13K in Q2 2018. 656 funds tracked by Wall St. Rank hold PKG as of Q1 2023.

Lee Financial reported no remaining Packaging Corp of America position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 3 Packaging Corp of America shares in Q1 2023, an estimated $384.
Lee Financial first reported a position in Packaging Corp of America in Q1 2018 and held it in 12 quarters.
Lee Financial's Packaging Corp of America position peaked at $13K in Q2 2018.
656 funds tracked by Wall St. Rank held Packaging Corp of America as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.