LF
TPH

Lee Financial’s Tri Pointe Homes TPH Stock Holding History

Lee Financial’s Portfolio TPH Stock Details TPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-28
Closed – – 989
2022
Q3 		$0 Hold
28
– – ﹤0.01% 1015
2022
Q2 		$0 Sell
28
-78
-74% -$1.53K ﹤0.01% 999
2022
Q1 		$2K Hold
106
– – ﹤0.01% 685
2021
Q4 		$3K Hold
106
– – ﹤0.01% 686
2021
Q3 		$2K Hold
106
– – ﹤0.01% 650
2021
Q2 		$2K Buy
+106
New +$2.43K ﹤0.01% 622

Other funds holding TPH

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
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lee Financial's TPH Position: Q4 2022 in Review

Lee Financial sold out of Tri Pointe Homes (TPH) in Q4 2022, closing a stake of 28 shares.

Lee Financial first reported a position in TPH in Q2 2021 and held it in 6 quarters. The position peaked at $3K in Q4 2021. 260 funds tracked by Wall St. Rank hold TPH as of Q4 2022.

  • Lee Financial reported no remaining Tri Pointe Homes position as of Q4 2022 after selling out during the quarter.
  • Lee Financial sold 28 Tri Pointe Homes shares in Q4 2022.
  • Lee Financial first reported a position in Tri Pointe Homes in Q2 2021 and held it in 6 quarters.
  • Lee Financial's Tri Pointe Homes position peaked at $3K in Q4 2021.
  • 260 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q4 2022.

Based on Lee Financial's 13F filing for Q4 2022, filed 9 Feb 2023.