Lee Financial’s Vivmark Residential VMRK Stock Holding History

Lee Financial’s Portfolio VMRK Stock Details VMRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-47	Closed	-$2.82K	–	801
2023 Q1	$2.82K	Buy	+47	New	+$2.89K	﹤0.01%	606
2022 Q1	–	Sell	-70	Closed	-$6K	–	820
2021 Q4	$6K	Buy	+70	New	+$6.02K	﹤0.01%	574
2020 Q3	–	Sell	-60	Closed	-$4K	–	539
2020 Q2	$4K	Hold	60	–	–	﹤0.01%	447
2020 Q1	$4K	Hold	60	–	–	﹤0.01%	398
2019 Q4	$5K	Hold	60	–	–	﹤0.01%	413
2019 Q3	$5K	Hold	60	–	–	﹤0.01%	421
2019 Q2	$5K	Hold	60	–	–	﹤0.01%	428
2019 Q1	$5K	Buy	+60	New	+$4.32K	﹤0.01%	414
2018 Q3	–	Sell	-88	Closed	-$6K	–	538
2018 Q2	$6K	Hold	88	–	–	﹤0.01%	591
2018 Q1	$5K	Buy	+88	New	+$5.22K	﹤0.01%	614

Other funds holding VMRK

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

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

Lee Financial's VMRK Position: Q2 2023 in Review

Lee Financial sold out of Vivmark Residential (VMRK) in Q2 2023, closing a stake of 47 shares — an estimated $2.82K sold.

Lee Financial first reported a position in VMRK in Q1 2018 and held it in 10 quarters. The position peaked at $6K in Q4 2021. 611 funds tracked by Wall St. Rank hold VMRK as of Q2 2023.

Lee Financial reported no remaining Vivmark Residential position as of Q2 2023 after selling out during the quarter.
Lee Financial sold 47 Vivmark Residential shares in Q2 2023, an estimated $2.82K.
Lee Financial first reported a position in Vivmark Residential in Q1 2018 and held it in 10 quarters.
Lee Financial's Vivmark Residential position peaked at $6K in Q4 2021.
611 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2023.

Based on Lee Financial's 13F filing for Q2 2023, filed 8 Aug 2023.