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Lee Financial’s WillScot Mobile Mini Holdings WSC Stock Holding History

Lee Financial’s Portfolio WSC Stock Details WSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-40
Closed -$1.88K – 837
2023
Q1 		$1.88K Sell
40
-5
-11% -$241 ﹤0.01% 681
2022
Q4 		$2.03K Buy
45
+40
+800% +$1.79K ﹤0.01% 687
2022
Q3 		$0 Hold
5
– – ﹤0.01% 1042
2022
Q2 		$0 Buy
+5
New +$177 ﹤0.01% 1021

Other funds holding WSC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Lee Financial's WSC Position: Q2 2023 in Review

Lee Financial sold out of WillScot Mobile Mini Holdings (WSC) in Q2 2023, closing a stake of 40 shares — an estimated $1.88K sold.

Lee Financial first reported a position in WSC in Q2 2022 and held it in 4 quarters. The position peaked at $2.03K in Q4 2022. 421 funds tracked by Wall St. Rank hold WSC as of Q2 2023.

  • Lee Financial reported no remaining WillScot Mobile Mini Holdings position as of Q2 2023 after selling out during the quarter.
  • Lee Financial sold 40 WillScot Mobile Mini Holdings shares in Q2 2023, an estimated $1.88K.
  • Lee Financial first reported a position in WillScot Mobile Mini Holdings in Q2 2022 and held it in 4 quarters.
  • Lee Financial's WillScot Mobile Mini Holdings position peaked at $2.03K in Q4 2022.
  • 421 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q2 2023.

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