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 $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

APG Asset Management

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return