LF
SKT icon

Lee Financial’s Tanger SKT Stock Holding History

Lee Financial’s Portfolio SKT Stock Details SKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-216
Closed -$5.99K – 705
2023
Q4 		$5.99K Sell
216
-84
-28% -$2.09K ﹤0.01% 511
2023
Q3 		$6.78K Hold
300
– – ﹤0.01% 471
2023
Q2 		$6.62K Hold
300
– – ﹤0.01% 470
2023
Q1 		$5.89K Sell
300
-88
-23% -$1.63K ﹤0.01% 502
2022
Q4 		$6.96K Buy
388
+135
+53% +$2.42K ﹤0.01% 506
2022
Q3 		$3K Buy
+253
New +$3.93K ﹤0.01% 636

Other funds holding SKT

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WCP
Waterfront Capital Partners New York $153M AUM 13.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lee Financial's SKT Position: Q1 2024 in Review

Lee Financial sold out of Tanger (SKT) in Q1 2024, closing a stake of 216 shares — an estimated $5.99K sold.

Lee Financial first reported a position in SKT in Q3 2022 and held it in 6 quarters. The position peaked at $6.96K in Q4 2022. 292 funds tracked by Wall St. Rank hold SKT as of Q1 2024.

  • Lee Financial reported no remaining Tanger position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 216 Tanger shares in Q1 2024, an estimated $5.99K.
  • Lee Financial first reported a position in Tanger in Q3 2022 and held it in 6 quarters.
  • Lee Financial's Tanger position peaked at $6.96K in Q4 2022.
  • 292 funds tracked by Wall St. Rank held Tanger as of Q1 2024.

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