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Lee Financial’s PNC Financial Services PNC Stock Holding History

Lee Financial’s Portfolio PNC Stock Details PNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-69
Closed -$10.7K – 641
2023
Q4 		$10.7K Buy
69
+21
+44% +$2.72K ﹤0.01% 417
2023
Q3 		$5.89K Hold
48
– – ﹤0.01% 493
2023
Q2 		$6.05K Buy
48
+9
+23% +$1.1K ﹤0.01% 479
2023
Q1 		$4.96K Sell
39
-33
-46% -$4.98K ﹤0.01% 533
2022
Q4 		$11.4K Buy
72
+27
+60% +$4.25K ﹤0.01% 440
2022
Q3 		$7K Sell
45
-1
-2% -$162 ﹤0.01% 498
2022
Q2 		$7K Buy
46
+3
+7% +$503 ﹤0.01% 511
2022
Q1 		$8K Sell
43
-9
-17% -$1.82K ﹤0.01% 472
2021
Q4 		$11K Sell
52
-1
-2% -$204 ﹤0.01% 486
2021
Q3 		$10K Buy
53
+43
+430% +$8.12K ﹤0.01% 426
2021
Q2 		$2K Buy
+10
New +$1.88K ﹤0.01% 607
2020
Q3 		– Sell
-36
Closed -$4K – 561
2020
Q2 		$4K Hold
36
– – ﹤0.01% 452
2020
Q1 		$3K Hold
36
– – ﹤0.01% 417
2019
Q4 		$6K Hold
36
– – ﹤0.01% 401
2019
Q3 		$5K Hold
36
– – ﹤0.01% 423
2019
Q2 		$5K Hold
36
– – ﹤0.01% 429
2019
Q1 		$4K Buy
+36
New +$4.46K ﹤0.01% 431
2018
Q3 		– Sell
-51
Closed -$7K – 646
2018
Q2 		$7K Buy
51
+7
+16% +$1.02K ﹤0.01% 569
2018
Q1 		$7K Sell
44
-24
-35% -$3.73K ﹤0.01% 572
2017
Q4 		$10K Buy
68
+34
+100% +$4.7K ﹤0.01% 330
2017
Q3 		$5K Hold
34
– – ﹤0.01% 407
2017
Q2 		$4K Buy
+34
New +$4.1K ﹤0.01% 417

Other funds holding PNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lee Financial's PNC Position: Q1 2024 in Review

Lee Financial sold out of PNC Financial Services (PNC) in Q1 2024, closing a stake of 69 shares — an estimated $10.7K sold.

Lee Financial first reported a position in PNC in Q2 2017 and held it in 22 quarters. The position peaked at $11.4K in Q4 2022. 1,526 funds tracked by Wall St. Rank hold PNC as of Q1 2024.

  • Lee Financial reported no remaining PNC Financial Services position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 69 PNC Financial Services shares in Q1 2024, an estimated $10.7K.
  • Lee Financial first reported a position in PNC Financial Services in Q2 2017 and held it in 22 quarters.
  • Lee Financial's PNC Financial Services position peaked at $11.4K in Q4 2022.
  • 1,526 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2024.

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