Lee Financial’s RLJ Lodging Trust RLJ Stock Holding History

Lee Financial’s Portfolio RLJ Stock Details RLJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-774	Closed	-$11K	–	929
2021 Q4	$11K	Buy	+774	New	+$10.9K	﹤0.01%	487

Other funds holding RLJ

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

H2CM

H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Lee Financial's RLJ Position: Q1 2022 in Review

Lee Financial sold out of RLJ Lodging Trust (RLJ) in Q1 2022, closing a stake of 774 shares — an estimated $11K sold.

Lee Financial first reported a position in RLJ in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 197 funds tracked by Wall St. Rank hold RLJ as of Q1 2022.

Lee Financial reported no remaining RLJ Lodging Trust position as of Q1 2022 after selling out during the quarter.
Lee Financial sold 774 RLJ Lodging Trust shares in Q1 2022, an estimated $11K.
Lee Financial first reported a position in RLJ Lodging Trust in Q4 2021 and held it in 1 quarter.
Lee Financial's RLJ Lodging Trust position peaked at $11K in Q4 2021.
197 funds tracked by Wall St. Rank held RLJ Lodging Trust as of Q1 2022.

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