LF
RUSHA icon

Lee Financial’s Rush Enterprises Class A RUSHA Stock Holding History

Lee Financial’s Portfolio RUSHA Stock Details RUSHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-63
Closed -$3.17K – 688
2023
Q4 		$3.17K Hold
63
– – ﹤0.01% 638
2023
Q3 		$2.57K Hold
63
– – ﹤0.01% 639
2023
Q2 		$2.55K Hold
63
– – ﹤0.01% 611
2023
Q1 		$2.29K Hold
63
– – ﹤0.01% 648
2022
Q4 		$2.2K Hold
63
– – ﹤0.01% 673
2022
Q3 		$2K Hold
63
– – ﹤0.01% 701
2022
Q2 		$2K Hold
63
– – ﹤0.01% 728
2022
Q1 		$2K Hold
63
– – ﹤0.01% 674
2021
Q4 		$2K Hold
63
– – ﹤0.01% 778
2021
Q3 		$2K Hold
63
– – ﹤0.01% 644
2021
Q2 		$2K Buy
+63
New +$2.02K ﹤0.01% 609

Other funds holding RUSHA

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return

Lee Financial's RUSHA Position: Q1 2024 in Review

Lee Financial sold out of Rush Enterprises Class A (RUSHA) in Q1 2024, closing a stake of 63 shares — an estimated $3.17K sold.

Lee Financial first reported a position in RUSHA in Q2 2021 and held it in 11 quarters. The position peaked at $3.17K in Q4 2023. 259 funds tracked by Wall St. Rank hold RUSHA as of Q1 2024.

  • Lee Financial reported no remaining Rush Enterprises Class A position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 63 Rush Enterprises Class A shares in Q1 2024, an estimated $3.17K.
  • Lee Financial first reported a position in Rush Enterprises Class A in Q2 2021 and held it in 11 quarters.
  • Lee Financial's Rush Enterprises Class A position peaked at $3.17K in Q4 2023.
  • 259 funds tracked by Wall St. Rank held Rush Enterprises Class A as of Q1 2024.

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