LF
ROCK icon

Lee Financial’s Gibraltar Industries ROCK Stock Holding History

Lee Financial’s Portfolio ROCK Stock Details ROCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-190
Closed -$15K – 671
2023
Q4 		$15K Hold
190
– – ﹤0.01% 363
2023
Q3 		$12.8K Sell
190
-60
-24% -$4.1K ﹤0.01% 374
2023
Q2 		$15.7K Hold
250
– – ﹤0.01% 340
2023
Q1 		$12.1K Hold
250
– – ﹤0.01% 383
2022
Q4 		$11.5K Hold
250
– – ﹤0.01% 438
2022
Q3 		$10K Buy
250
+50
+25% +$2.13K ﹤0.01% 438
2022
Q2 		$8K Hold
200
– – ﹤0.01% 490
2022
Q1 		$9K Sell
200
-55
-22% -$2.9K ﹤0.01% 456
2021
Q4 		$17K Sell
255
-5
-2% -$357 ﹤0.01% 400
2021
Q3 		$18K Hold
260
– – ﹤0.01% 347
2021
Q2 		$20K Hold
260
– – ﹤0.01% 325
2021
Q1 		$24K Sell
260
-35
-12% -$3.21K 0.01% 283
2020
Q4 		$21K Hold
295
– – 0.01% 281
2020
Q3 		$19K Hold
295
– – 0.01% 312
2020
Q2 		$14K Buy
295
+110
+59% +$4.89K ﹤0.01% 322
2020
Q1 		$8K Buy
185
+35
+23% +$1.75K ﹤0.01% 331
2019
Q4 		$8K Hold
150
– – ﹤0.01% 384
2019
Q3 		$7K Buy
+150
New +$6.28K ﹤0.01% 397

Other funds holding ROCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Lee Financial's ROCK Position: Q1 2024 in Review

Lee Financial sold out of Gibraltar Industries (ROCK) in Q1 2024, closing a stake of 190 shares — an estimated $15K sold.

Lee Financial first reported a position in ROCK in Q3 2019 and held it in 18 quarters. The position peaked at $24K in Q1 2021. 288 funds tracked by Wall St. Rank hold ROCK as of Q1 2024.

  • Lee Financial reported no remaining Gibraltar Industries position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 190 Gibraltar Industries shares in Q1 2024, an estimated $15K.
  • Lee Financial first reported a position in Gibraltar Industries in Q3 2019 and held it in 18 quarters.
  • Lee Financial's Gibraltar Industries position peaked at $24K in Q1 2021.
  • 288 funds tracked by Wall St. Rank held Gibraltar Industries as of Q1 2024.

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