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Lee Financial’s World Acceptance Corp WRLD Stock Holding History

Lee Financial’s Portfolio WRLD Stock Details WRLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-8
Closed -$1K – 1041
2022
Q2 		$1K Sell
8
-7
-47% -$1.1K ﹤0.01% 827
2022
Q1 		$3K Hold
15
– – ﹤0.01% 601
2021
Q4 		$4K Hold
15
– – ﹤0.01% 645
2021
Q3 		$3K Hold
15
– – ﹤0.01% 574
2021
Q2 		$2K Buy
+15
New +$2.2K ﹤0.01% 634

Other funds holding WRLD

PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KC
Kize Capital New York $79.6M AUM 10.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lee Financial's WRLD Position: Q3 2022 in Review

Lee Financial sold out of World Acceptance Corp (WRLD) in Q3 2022, closing a stake of 8 shares — an estimated $1K sold.

Lee Financial first reported a position in WRLD in Q2 2021 and held it in 5 quarters. The position peaked at $4K in Q4 2021. 126 funds tracked by Wall St. Rank hold WRLD as of Q3 2022.

  • Lee Financial reported no remaining World Acceptance Corp position as of Q3 2022 after selling out during the quarter.
  • Lee Financial sold 8 World Acceptance Corp shares in Q3 2022, an estimated $1K.
  • Lee Financial first reported a position in World Acceptance Corp in Q2 2021 and held it in 5 quarters.
  • Lee Financial's World Acceptance Corp position peaked at $4K in Q4 2021.
  • 126 funds tracked by Wall St. Rank held World Acceptance Corp as of Q3 2022.

Based on Lee Financial's 13F filing for Q3 2022, filed 2 Nov 2022.