LF
RS icon

Lee Financial’s Reliance Steel & Aluminium RS Stock Holding History

Lee Financial’s Portfolio RS Stock Details RS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8
Closed -$2.24K – 681
2023
Q4 		$2.24K Hold
8
– – ﹤0.01% 726
2023
Q3 		$2.1K Hold
8
– – ﹤0.01% 672
2023
Q2 		$2.17K Hold
8
– – ﹤0.01% 644
2023
Q1 		$2.05K Hold
8
– – ﹤0.01% 671
2022
Q4 		$1.62K Hold
8
– – ﹤0.01% 731
2022
Q3 		$1K Hold
8
– – ﹤0.01% 783
2022
Q2 		$1K Sell
8
-11
-58% -$2.05K ﹤0.01% 813
2022
Q1 		$3K Buy
+19
New +$3.29K ﹤0.01% 591

Other funds holding RS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lee Financial's RS Position: Q1 2024 in Review

Lee Financial sold out of Reliance Steel & Aluminium (RS) in Q1 2024, closing a stake of 8 shares — an estimated $2.24K sold.

Lee Financial first reported a position in RS in Q1 2022 and held it in 8 quarters. The position peaked at $3K in Q1 2022. 609 funds tracked by Wall St. Rank hold RS as of Q1 2024.

  • Lee Financial reported no remaining Reliance Steel & Aluminium position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 8 Reliance Steel & Aluminium shares in Q1 2024, an estimated $2.24K.
  • Lee Financial first reported a position in Reliance Steel & Aluminium in Q1 2022 and held it in 8 quarters.
  • Lee Financial's Reliance Steel & Aluminium position peaked at $3K in Q1 2022.
  • 609 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q1 2024.

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