Lee Financial’s Ultragenyx Pharmaceutical RARE Stock Holding History

Lee Financial’s Portfolio RARE Stock Details RARE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-13	Closed	-$1K	–	923
2021 Q4	$1K	Buy	+13	New	+$1.06K	﹤0.01%	866

Other funds holding RARE

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

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

Lee Financial's RARE Position: Q1 2022 in Review

Lee Financial sold out of Ultragenyx Pharmaceutical (RARE) in Q1 2022, closing a stake of 13 shares — an estimated $1K sold.

Lee Financial first reported a position in RARE in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 239 funds tracked by Wall St. Rank hold RARE as of Q1 2022.

Lee Financial reported no remaining Ultragenyx Pharmaceutical position as of Q1 2022 after selling out during the quarter.
Lee Financial sold 13 Ultragenyx Pharmaceutical shares in Q1 2022, an estimated $1K.
Lee Financial first reported a position in Ultragenyx Pharmaceutical in Q4 2021 and held it in 1 quarter.
Lee Financial's Ultragenyx Pharmaceutical position peaked at $1K in Q4 2021.
239 funds tracked by Wall St. Rank held Ultragenyx Pharmaceutical as of Q1 2022.

Based on Lee Financial's 13F filing for Q1 2022, filed 11 May 2022.