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Lee Financial’s XPLR Infrastructure LP XIFR Stock Holding History

Lee Financial’s Portfolio XIFR Stock Details XIFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-127
Closed -$3.86K – 852
2023
Q4 		$3.86K Hold
127
– – ﹤0.01% 598
2023
Q3 		$3.77K Sell
127
-18,660
-99% -$945K ﹤0.01% 561
2023
Q2 		$1.1M Sell
18,787
-1,819
-9% -$109K 0.19% 57
2023
Q1 		$1.25M Sell
20,606
-3,095
-13% -$213K 0.21% 54
2022
Q4 		$1.66M Buy
23,701
+231
+1% +$17.3K 0.28% 48
2022
Q3 		$1.7M Buy
23,470
+60
+0.3% +$4.81K 0.32% 44
2022
Q2 		$1.74M Buy
23,410
+196
+0.8% +$14.1K 0.32% 42
2022
Q1 		$1.94M Buy
23,214
+80
+0.3% +$6.15K 0.35% 36
2021
Q4 		$1.95M Hold
23,134
– – 0.37% 37
2021
Q3 		$1.74M Buy
23,134
+25
+0.1% +$1.95K 0.36% 36
2021
Q2 		$1.76M Sell
23,109
-1,086
-4% -$77.6K 0.37% 38
2021
Q1 		$1.76M Sell
24,195
-3,248
-12% -$250K 0.42% 35
2020
Q4 		$1.84M Buy
27,443
+359
+1% +$23.1K 0.48% 31
2020
Q3 		$1.62M Buy
27,084
+489
+2% +$28.9K 0.45% 37
2020
Q2 		$1.36M Sell
26,595
-360
-1% -$17.4K 0.38% 46
2020
Q1 		$1.16M Buy
26,955
+3,345
+14% +$177K 0.38% 41
2019
Q4 		$1.24M Buy
23,610
+15
+0.1% +$780 0.27% 51
2019
Q3 		$1.25M Hold
23,595
– – 0.28% 52
2019
Q2 		$1.14M Sell
23,595
-180
-0.8% -$8.35K 0.26% 53
2019
Q1 		$1.11M Buy
23,775
+2,455
+12% +$107K 0.26% 53
2018
Q4 		$917K Sell
21,320
-430
-2% -$19.6K 0.25% 58
2018
Q3 		$1.05M Sell
21,750
-75
-0.3% -$3.56K 0.26% 62
2018
Q2 		$1.02M Buy
21,825
+5,165
+31% +$221K 0.24% 61
2018
Q1 		$667K Sell
16,660
-190
-1% -$7.69K 0.17% 74
2017
Q4 		$726K Buy
+16,850
New +$677K 0.21% 68

Other funds holding XIFR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lee Financial's XIFR Position: Q1 2024 in Review

Lee Financial sold out of XPLR Infrastructure LP (XIFR) in Q1 2024, closing a stake of 127 shares — an estimated $3.86K sold.

Lee Financial first reported a position in XIFR in Q4 2017 and held it in 25 quarters. The position peaked at $1.95M in Q4 2021. 327 funds tracked by Wall St. Rank hold XIFR as of Q1 2024.

  • Lee Financial reported no remaining XPLR Infrastructure LP position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 127 XPLR Infrastructure LP shares in Q1 2024, an estimated $3.86K.
  • Lee Financial first reported a position in XPLR Infrastructure LP in Q4 2017 and held it in 25 quarters.
  • Lee Financial's XPLR Infrastructure LP position peaked at $1.95M in Q4 2021.
  • 327 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.