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Lee Financial’s Roper Technologies ROP Stock Holding History

Lee Financial’s Portfolio ROP Stock Details ROP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-406
Closed -$229K – 188
2024
Q2 		$229K Buy
+406
New +$219K 0.04% 129
2024
Q1 		– Sell
-70
Closed -$38.2K – 674
2023
Q4 		$38.2K Hold
70
– – 0.01% 257
2023
Q3 		$33.9K Buy
+70
New +$34.3K 0.01% 256
2023
Q1 		– Sell
-1
Closed -$432 – 935
2022
Q4 		$432 Hold
1
– – ﹤0.01% 835
2022
Q3 		$0 Buy
+1
New +$407 ﹤0.01% 987

Other funds holding ROP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lee Financial's ROP Position: Q3 2024 in Review

Lee Financial sold out of Roper Technologies (ROP) in Q3 2024, closing a stake of 406 shares — an estimated $229K sold.

Lee Financial first reported a position in ROP in Q3 2022 and held it in 5 quarters. The position peaked at $229K in Q2 2024. 1,245 funds tracked by Wall St. Rank hold ROP as of Q3 2024.

  • Lee Financial reported no remaining Roper Technologies position as of Q3 2024 after selling out during the quarter.
  • Lee Financial sold 406 Roper Technologies shares in Q3 2024, an estimated $229K.
  • Lee Financial first reported a position in Roper Technologies in Q3 2022 and held it in 5 quarters.
  • Lee Financial's Roper Technologies position peaked at $229K in Q2 2024.
  • 1,245 funds tracked by Wall St. Rank held Roper Technologies as of Q3 2024.

Based on Lee Financial's 13F filing for Q3 2024, filed 14 Nov 2024.