Lee Financial’s SI-BONE Inc SIBN Stock Holding History

Lee Financial’s Portfolio SIBN Stock Details SIBN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,700	Closed	-$77.7K	–	700
2023 Q4	$77.7K	Hold	3,700	–	–	0.01%	197
2023 Q3	$78.6K	Hold	3,700	–	–	0.01%	175
2023 Q2	$99.8K	Hold	3,700	–	–	0.02%	164
2023 Q1	$72.8K	Hold	3,700	–	–	0.01%	207
2022 Q4	$50.3K	Hold	3,700	–	–	0.01%	250
2022 Q3	$65K	Hold	3,700	–	–	0.01%	233
2022 Q2	$49K	Hold	3,700	–	–	0.01%	247
2022 Q1	$84K	Hold	3,700	–	–	0.02%	198
2021 Q4	$82K	Hold	3,700	–	–	0.02%	207
2021 Q3	$79K	Hold	3,700	–	–	0.02%	195
2021 Q2	$116K	Hold	3,700	–	–	0.02%	170
2021 Q1	$118K	Hold	3,700	–	–	0.03%	165
2020 Q4	$111K	Hold	3,700	–	–	0.03%	151
2020 Q3	$88K	Hold	3,700	–	–	0.02%	167
2020 Q2	$59K	Hold	3,700	–	–	0.02%	187
2020 Q1	$44K	Hold	3,700	–	–	0.01%	184
2019 Q4	$80K	Hold	3,700	–	–	0.02%	157
2019 Q3	$65K	Hold	3,700	–	–	0.01%	172
2019 Q2	$75K	Hold	3,700	–	–	0.02%	175
2019 Q1	$70K	Hold	3,700	–	–	0.02%	176
2018 Q4	$77K	Buy	+3,700	New	+$70K	0.02%	159

Other funds holding SIBN

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

OrbiMed New York $4.59B AUM 125.28% 1-Year Est. Return

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

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

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return