Lee Financial’s West Pharmaceutical WST Stock Holding History

Lee Financial’s Portfolio WST Stock Details WST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-42	Closed	-$20K	–	976
2021 Q4	$20K	Buy	+42	New	+$18.1K	﹤0.01%	378
2020 Q4	–	Sell	-32	Closed	-$9K	–	556
2020 Q3	$9K	Sell	32 -53	-62%	-$14K	﹤0.01%	416
2020 Q2	$19K	Sell	85 -45	-35%	-$8.84K	0.01%	286
2020 Q1	$20K	Hold	130	–	–	0.01%	234
2019 Q4	$20K	Hold	130	–	–	﹤0.01%	254
2019 Q3	$18K	Sell	130 -20	-13%	-$2.75K	﹤0.01%	264
2019 Q2	$19K	Hold	150	–	–	﹤0.01%	267
2019 Q1	$17K	Hold	150	–	–	﹤0.01%	271
2018 Q4	$15K	Hold	150	–	–	﹤0.01%	244
2018 Q3	$19K	Hold	150	–	–	﹤0.01%	261
2018 Q2	$15K	Hold	150	–	–	﹤0.01%	409
2018 Q1	$13K	Hold	150	–	–	﹤0.01%	427
2017 Q4	$15K	Hold	150	–	–	﹤0.01%	280
2017 Q3	$14K	Hold	150	–	–	﹤0.01%	285
2017 Q2	$14K	Hold	150	–	–	0.01%	283
2017 Q1	$12K	Hold	150	–	–	﹤0.01%	258
2016 Q4	$13K	Buy	+150	New	+$11.8K	0.01%	260

Other funds holding WST

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Lee Financial's WST Position: Q1 2022 in Review

Lee Financial sold out of West Pharmaceutical (WST) in Q1 2022, closing a stake of 42 shares — an estimated $20K sold.

Lee Financial first reported a position in WST in Q4 2016 and held it in 17 quarters. The position peaked at $20K in Q4 2021. 716 funds tracked by Wall St. Rank hold WST as of Q1 2022.

Lee Financial reported no remaining West Pharmaceutical position as of Q1 2022 after selling out during the quarter.
Lee Financial sold 42 West Pharmaceutical shares in Q1 2022, an estimated $20K.
Lee Financial first reported a position in West Pharmaceutical in Q4 2016 and held it in 17 quarters.
Lee Financial's West Pharmaceutical position peaked at $20K in Q4 2021.
716 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2022.

Based on Lee Financial's 13F filing for Q1 2022, filed 11 May 2022.