Lee Financial’s Texas Pacific Land TPL Stock Holding History

Lee Financial’s Portfolio TPL Stock Details TPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-9	Closed	-$1.57K	–	759
2023 Q4	$1.57K	Buy	+9	New	+$1.71K	﹤0.01%	772
2023 Q2	–	Sell	-909	Closed	-$172K	–	830
2023 Q1	$172K	Sell	909 -9	-1%	-$1.87K	0.03%	137
2022 Q4	$239K	Hold	918	–	–	0.04%	133
2022 Q3	$182K	Hold	918	–	–	0.03%	152
2022 Q2	$151K	Sell	918 -441	-32%	-$72.1K	0.03%	160
2022 Q1	$204K	Hold	1,359	–	–	0.04%	146
2021 Q4	$189K	Hold	1,359	–	–	0.04%	145
2021 Q3	$183K	Hold	1,359	–	–	0.04%	145
2021 Q2	$242K	Hold	1,359	–	–	0.05%	130
2021 Q1	$240K	Hold	1,359	–	–	0.06%	125
2020 Q4	$110K	Hold	1,359	–	–	0.03%	154
2020 Q3	$68K	Hold	1,359	–	–	0.02%	189
2020 Q2	$90K	Hold	1,359	–	–	0.03%	153
2020 Q1	$57K	Hold	1,359	–	–	0.02%	161
2019 Q4	$118K	Hold	1,359	–	–	0.03%	145
2019 Q3	$98K	Hold	1,359	–	–	0.02%	154
2019 Q2	$119K	Hold	1,359	–	–	0.03%	156
2019 Q1	$117K	Hold	1,359	–	–	0.03%	152
2018 Q4	$82K	Hold	1,359	–	–	0.02%	157
2018 Q3	$130K	Buy	+1,359	New	+$121K	0.03%	148

Other funds holding TPL

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

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

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

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

First Manhattan

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return

Geode Capital Management

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

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

Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return

Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return