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

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

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

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

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

PHAM

Pacific Heights Asset Management San Francisco, California $3.16B AUM 42.38% 1-Year Est. Return

Lee Financial's TPL Position: Q1 2024 in Review

Lee Financial sold out of Texas Pacific Land (TPL) in Q1 2024, closing a stake of 9 shares — an estimated $1.57K sold.

Lee Financial first reported a position in TPL in Q3 2018 and held it in 20 quarters. The position peaked at $242K in Q2 2021. 477 funds tracked by Wall St. Rank hold TPL as of Q1 2024.

Lee Financial reported no remaining Texas Pacific Land position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 9 Texas Pacific Land shares in Q1 2024, an estimated $1.57K.
Lee Financial first reported a position in Texas Pacific Land in Q3 2018 and held it in 20 quarters.
Lee Financial's Texas Pacific Land position peaked at $242K in Q2 2021.
477 funds tracked by Wall St. Rank held Texas Pacific Land as of Q1 2024.

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