Lee Financial’s Snowflake SNOW Stock Holding History

Lee Financial’s Portfolio SNOW Stock Details SNOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-7	Closed	-$1.39K	–	716
2023 Q4	$1.39K	Hold	7	–	–	﹤0.01%	784
2023 Q3	$1.07K	Hold	7	–	–	﹤0.01%	769
2023 Q2	$1.23K	Hold	7	–	–	﹤0.01%	713
2023 Q1	$1.08K	Sell	7 -5	-42%	-$733	﹤0.01%	731
2022 Q4	$1.72K	Hold	12	–	–	﹤0.01%	723
2022 Q3	$2K	Buy	12 +11	+1,100%	+$1.82K	﹤0.01%	706
2022 Q2	$0	Buy	+1	New	+$158	﹤0.01%	989
2022 Q1	–	Sell	-6	Closed	-$2K	–	944
2021 Q4	$2K	Hold	6	–	–	﹤0.01%	783
2021 Q3	$2K	Buy	+6	New	+$1.71K	﹤0.01%	646

Other funds holding SNOW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Lee Financial's SNOW Position: Q1 2024 in Review

Lee Financial sold out of Snowflake (SNOW) in Q1 2024, closing a stake of 7 shares — an estimated $1.39K sold.

Lee Financial first reported a position in SNOW in Q3 2021 and held it in 9 quarters. The position peaked at $2K in Q3 2022. 1,099 funds tracked by Wall St. Rank hold SNOW as of Q1 2024.

Lee Financial reported no remaining Snowflake position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 7 Snowflake shares in Q1 2024, an estimated $1.39K.
Lee Financial first reported a position in Snowflake in Q3 2021 and held it in 9 quarters.
Lee Financial's Snowflake position peaked at $2K in Q3 2022.
1,099 funds tracked by Wall St. Rank held Snowflake as of Q1 2024.

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