Lee Financial’s State Street STT Stock Holding History

Lee Financial’s Portfolio STT Stock Details STT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-38	Closed	-$2.97K	–	730
2023 Q4	$2.97K	Buy	38 +25	+192%	+$1.74K	﹤0.01%	661
2023 Q3	$880	Hold	13	–	–	﹤0.01%	775
2023 Q2	$960	Sell	13 -10	-43%	-$719	﹤0.01%	725
2023 Q1	$1.76K	Buy	23 +15	+188%	+$1.26K	﹤0.01%	699
2022 Q4	$621	Hold	8	–	–	﹤0.01%	804
2022 Q3	$0	Buy	+8	New	+$547	﹤0.01%	1007
2022 Q1	–	Sell	-5	Closed	–	–	949
2021 Q4	$0	Buy	+5	New	+$471	﹤0.01%	951
2020 Q3	–	Sell	-30	Closed	-$2K	–	568
2020 Q2	$2K	Hold	30	–	–	﹤0.01%	497
2020 Q1	$2K	Hold	30	–	–	﹤0.01%	449
2019 Q4	$2K	Hold	30	–	–	﹤0.01%	474
2019 Q3	$2K	Hold	30	–	–	﹤0.01%	489
2019 Q2	$2K	Hold	30	–	–	﹤0.01%	498
2019 Q1	$2K	Buy	+30	New	+$2.08K	﹤0.01%	491

Other funds holding STT

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

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

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return