LF
ULTI

Lee Financial’s Ultimate Software Group Inc ULTI Stock Holding History

Lee Financial’s Portfolio ULTI Stock Details ULTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-36
Closed -$12K – 550
2019
Q1 		$12K Hold
36
– – ﹤0.01% 318
2018
Q4 		$9K Hold
36
– – ﹤0.01% 307
2018
Q3 		$12K Hold
36
– – ﹤0.01% 305
2018
Q2 		$9K Hold
36
– – ﹤0.01% 521
2018
Q1 		$9K Sell
36
-9
-20% -$2.13K ﹤0.01% 516
2017
Q4 		$10K Hold
45
– – ﹤0.01% 339
2017
Q3 		$9K Hold
45
– – ﹤0.01% 365
2017
Q2 		$9K Hold
45
– – ﹤0.01% 350
2017
Q1 		$9K Hold
45
– – ﹤0.01% 301
2016
Q4 		$8K Buy
+45
New +$9.01K ﹤0.01% 335

Other funds holding ULTI

PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return

Lee Financial's ULTI Position: Q2 2019 in Review

Lee Financial sold out of Ultimate Software Group Inc (ULTI) in Q2 2019, closing a stake of 36 shares — an estimated $12K sold.

Lee Financial first reported a position in ULTI in Q4 2016 and held it in 10 quarters. The position peaked at $12K in Q1 2019. 2 funds tracked by Wall St. Rank hold ULTI as of Q2 2019.

  • Lee Financial reported no remaining Ultimate Software Group Inc position as of Q2 2019 after selling out during the quarter.
  • Lee Financial sold 36 Ultimate Software Group Inc shares in Q2 2019, an estimated $12K.
  • Lee Financial first reported a position in Ultimate Software Group Inc in Q4 2016 and held it in 10 quarters.
  • Lee Financial's Ultimate Software Group Inc position peaked at $12K in Q1 2019.
  • 2 funds tracked by Wall St. Rank held Ultimate Software Group Inc as of Q2 2019.

Based on Lee Financial's 13F filing for Q2 2019, filed 30 Jul 2019.