Lee Financial’s SL Green Realty SLG Stock Holding History

Lee Financial’s Portfolio SLG Stock Details SLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-3	Closed	–	–	997
2022 Q2	$0	Sell	3 -80	-96%	-$5.09K	﹤0.01%	986
2022 Q1	$7K	Buy	83 +1	+1%	+$79	﹤0.01%	488
2021 Q4	$6K	Buy	82 +24	+41%	+$1.77K	﹤0.01%	582
2021 Q3	$4K	Buy	+58	New	+$4.24K	﹤0.01%	526

Other funds holding SLG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lee Financial's SLG Position: Q3 2022 in Review

Lee Financial sold out of SL Green Realty (SLG) in Q3 2022, closing a stake of 3 shares.

Lee Financial first reported a position in SLG in Q3 2021 and held it in 4 quarters. The position peaked at $7K in Q1 2022. 308 funds tracked by Wall St. Rank hold SLG as of Q3 2022.

Lee Financial reported no remaining SL Green Realty position as of Q3 2022 after selling out during the quarter.
Lee Financial sold 3 SL Green Realty shares in Q3 2022.
Lee Financial first reported a position in SL Green Realty in Q3 2021 and held it in 4 quarters.
Lee Financial's SL Green Realty position peaked at $7K in Q1 2022.
308 funds tracked by Wall St. Rank held SL Green Realty as of Q3 2022.

Based on Lee Financial's 13F filing for Q3 2022, filed 2 Nov 2022.