Lee Financial’s Toro Company TTC Stock Holding History

Lee Financial’s Portfolio TTC Stock Details TTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-155	Closed	-$14.9K	–	767
2023 Q4	$14.9K	Hold	155	–	–	﹤0.01%	364
2023 Q3	$12.9K	Hold	155	–	–	﹤0.01%	372
2023 Q2	$15.8K	Hold	155	–	–	﹤0.01%	339
2023 Q1	$17.2K	Hold	155	–	–	﹤0.01%	332
2022 Q4	$17.5K	Sell	155 -40	-21%	-$4.24K	﹤0.01%	365
2022 Q3	$17K	Hold	195	–	–	﹤0.01%	353
2022 Q2	$15K	Hold	195	–	–	﹤0.01%	387
2022 Q1	$17K	Sell	195 -11	-5%	-$1.02K	﹤0.01%	369
2021 Q4	$20K	Buy	206 +6	+3%	+$598	﹤0.01%	377
2021 Q3	$19K	Hold	200	–	–	﹤0.01%	343
2021 Q2	$22K	Hold	200	–	–	﹤0.01%	315
2021 Q1	$21K	Hold	200	–	–	0.01%	307
2020 Q4	$19K	Hold	200	–	–	﹤0.01%	299
2020 Q3	$17K	Hold	200	–	–	﹤0.01%	332
2020 Q2	$13K	Sell	200 -30	-13%	-$1.97K	﹤0.01%	331
2020 Q1	$15K	Hold	230	–	–	0.01%	252
2019 Q4	$18K	Hold	230	–	–	﹤0.01%	264
2019 Q3	$17K	Hold	230	–	–	﹤0.01%	274
2019 Q2	$15K	Hold	230	–	–	﹤0.01%	301
2019 Q1	$16K	Hold	230	–	–	﹤0.01%	278
2018 Q4	$13K	Hold	230	–	–	﹤0.01%	257
2018 Q3	$14K	Sell	230 -185	-45%	-$11.2K	﹤0.01%	287
2018 Q2	$25K	Hold	415	–	–	0.01%	321
2018 Q1	$25K	Buy	415 +117	+39%	+$7.46K	0.01%	327
2017 Q4	$20K	Buy	298 +103	+53%	+$6.53K	0.01%	252
2017 Q3	$12K	Hold	195	–	–	﹤0.01%	309
2017 Q2	$14K	Hold	195	–	–	0.01%	281
2017 Q1	$12K	Hold	195	–	–	﹤0.01%	257
2016 Q4	$11K	Buy	+195	New	+$9.95K	0.01%	277

Other funds holding TTC

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Lee Financial's TTC Position: Q1 2024 in Review

Lee Financial sold out of Toro Company (TTC) in Q1 2024, closing a stake of 155 shares — an estimated $14.9K sold.

Lee Financial first reported a position in TTC in Q4 2016 and held it in 29 quarters. The position peaked at $25K in Q2 2018. 500 funds tracked by Wall St. Rank hold TTC as of Q1 2024.

Lee Financial reported no remaining Toro Company position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 155 Toro Company shares in Q1 2024, an estimated $14.9K.
Lee Financial first reported a position in Toro Company in Q4 2016 and held it in 29 quarters.
Lee Financial's Toro Company position peaked at $25K in Q2 2018.
500 funds tracked by Wall St. Rank held Toro Company as of Q1 2024.

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