Lee Financial’s PPG Industries PPG Stock Holding History

Lee Financial’s Portfolio PPG Stock Details PPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-331	Closed	-$49.5K	–	645
2023 Q4	$49.5K	Hold	331	–	–	0.01%	238
2023 Q3	$43K	Hold	331	–	–	0.01%	235
2023 Q2	$49.1K	Sell	331 -320	-49%	-$44.7K	0.01%	225
2023 Q1	$87K	Sell	651 -2	-0.3%	-$258	0.01%	186
2022 Q4	$82.1K	Buy	653 +23	+4%	+$2.82K	0.01%	215
2022 Q3	$70K	Buy	630 +322	+105%	+$39.8K	0.01%	222
2022 Q2	$35K	Hold	308	–	–	0.01%	276
2022 Q1	$40K	Hold	308	–	–	0.01%	263
2021 Q4	$53K	Hold	308	–	–	0.01%	250
2021 Q3	$44K	Hold	308	–	–	0.01%	244
2021 Q2	$52K	Buy	+308	New	+$52.8K	0.01%	224
2018 Q4	–	Sell	-330	Closed	-$36K	–	470
2018 Q3	$36K	Hold	330	–	–	0.01%	212
2018 Q2	$34K	Hold	330	–	–	0.01%	285
2018 Q1	$37K	Hold	330	–	–	0.01%	283
2017 Q4	$39K	Hold	330	–	–	0.01%	203
2017 Q3	$36K	Hold	330	–	–	0.01%	201
2017 Q2	$36K	Hold	330	–	–	0.01%	208
2017 Q1	$35K	Hold	330	–	–	0.01%	189
2016 Q4	$31K	Buy	+330	New	+$31.5K	0.02%	202

Other funds holding PPG

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lee Financial's PPG Position: Q1 2024 in Review

Lee Financial sold out of PPG Industries (PPG) in Q1 2024, closing a stake of 331 shares — an estimated $49.5K sold.

Lee Financial first reported a position in PPG in Q4 2016 and held it in 19 quarters. The position peaked at $87K in Q1 2023. 1,123 funds tracked by Wall St. Rank hold PPG as of Q1 2024.

Lee Financial reported no remaining PPG Industries position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 331 PPG Industries shares in Q1 2024, an estimated $49.5K.
Lee Financial first reported a position in PPG Industries in Q4 2016 and held it in 19 quarters.
Lee Financial's PPG Industries position peaked at $87K in Q1 2023.
1,123 funds tracked by Wall St. Rank held PPG Industries as of Q1 2024.

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