Lee Financial’s STORE Capital Corporation STOR Stock Holding History

Lee Financial’s Portfolio STOR Stock Details STOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-9	Closed	-$289	–	983
2022 Q4	$289	Hold	9	–	–	﹤0.01%	859
2022 Q3	$0	Sell	9 -51	-85%	-$1.45K	﹤0.01%	1060
2022 Q2	$2K	Buy	+60	New	+$1.66K	﹤0.01%	756
2018 Q3	–	Sell	-291	Closed	-$8K	–	761
2018 Q2	$8K	Buy	291 +3	+1%	+$78	﹤0.01%	546
2018 Q1	$7K	Buy	+288	New	+$7K	﹤0.01%	582

Other funds holding STOR

VitalStone Financial Shavano Park, Texas $147M AUM 27.84% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Lee Financial's STOR Position: Q1 2023 in Review

Lee Financial sold out of STORE Capital Corporation (STOR) in Q1 2023, closing a stake of 9 shares — an estimated $289 sold.

Lee Financial first reported a position in STOR in Q1 2018 and held it in 5 quarters. The position peaked at $8K in Q2 2018. 5 funds tracked by Wall St. Rank hold STOR as of Q1 2023.

Lee Financial reported no remaining STORE Capital Corporation position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 9 STORE Capital Corporation shares in Q1 2023, an estimated $289.
Lee Financial first reported a position in STORE Capital Corporation in Q1 2018 and held it in 5 quarters.
Lee Financial's STORE Capital Corporation position peaked at $8K in Q2 2018.
5 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.