Lee Financial’s Texas Roadhouse TXRH Stock Holding History

Lee Financial’s Portfolio TXRH Stock Details TXRH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-200	Closed	-$24.4K	–	771
2023 Q4	$24.4K	Hold	200	–	–	﹤0.01%	292
2023 Q3	$19.2K	Hold	200	–	–	﹤0.01%	303
2023 Q2	$22.5K	Hold	200	–	–	﹤0.01%	287
2023 Q1	$21.6K	Hold	200	–	–	﹤0.01%	298
2022 Q4	$18.2K	Hold	200	–	–	﹤0.01%	354
2022 Q3	$17K	Hold	200	–	–	﹤0.01%	354
2022 Q2	$15K	Hold	200	–	–	﹤0.01%	388
2022 Q1	$17K	Sell	200 -15	-7%	-$1.28K	﹤0.01%	370
2021 Q4	$19K	Buy	215 +15	+8%	+$1.34K	﹤0.01%	386
2021 Q3	$18K	Hold	200	–	–	﹤0.01%	348
2021 Q2	$19K	Hold	200	–	–	﹤0.01%	332
2021 Q1	$19K	Hold	200	–	–	﹤0.01%	314
2020 Q4	$16K	Hold	200	–	–	﹤0.01%	319
2020 Q3	$12K	Hold	200	–	–	﹤0.01%	381
2020 Q2	$11K	Hold	200	–	–	﹤0.01%	361
2020 Q1	$8K	Hold	200	–	–	﹤0.01%	332
2019 Q4	$11K	Hold	200	–	–	﹤0.01%	340
2019 Q3	$11K	Buy	200 +20	+11%	+$1.06K	﹤0.01%	332
2019 Q2	$10K	Hold	180	–	–	﹤0.01%	357
2019 Q1	$11K	Hold	180	–	–	﹤0.01%	330
2018 Q4	$11K	Buy	180 +40	+29%	+$2.57K	﹤0.01%	279
2018 Q3	$10K	Buy	+140	New	+$9.51K	﹤0.01%	333

Other funds holding TXRH

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return