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Lee Financial’s Textron TXT Stock Holding History

Lee Financial’s Portfolio TXT Stock Details TXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-22
Closed -$1.77K – 772
2023
Q4 		$1.77K Buy
+22
New +$1.71K ﹤0.01% 765
2020
Q3 		– Sell
-28
Closed -$1K – 572
2020
Q2 		$1K Hold
28
– – ﹤0.01% 514
2020
Q1 		$1K Hold
28
– – ﹤0.01% 475
2019
Q4 		$1K Hold
28
– – ﹤0.01% 493
2019
Q3 		$1K Hold
28
– – ﹤0.01% 504
2019
Q2 		$1K Hold
28
– – ﹤0.01% 512
2019
Q1 		$1K Buy
+28
New +$1.45K ﹤0.01% 505

Other funds holding TXT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lee Financial's TXT Position: Q1 2024 in Review

Lee Financial sold out of Textron (TXT) in Q1 2024, closing a stake of 22 shares — an estimated $1.77K sold.

Lee Financial first reported a position in TXT in Q1 2019 and held it in 7 quarters. The position peaked at $1.77K in Q4 2023. 701 funds tracked by Wall St. Rank hold TXT as of Q1 2024.

  • Lee Financial reported no remaining Textron position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 22 Textron shares in Q1 2024, an estimated $1.77K.
  • Lee Financial first reported a position in Textron in Q1 2019 and held it in 7 quarters.
  • Lee Financial's Textron position peaked at $1.77K in Q4 2023.
  • 701 funds tracked by Wall St. Rank held Textron as of Q1 2024.

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