Lee Financial’s Olympic Steel ZEUS Stock Holding History

Lee Financial’s Portfolio ZEUS Stock Details ZEUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-34	Closed	-$2.27K	–	843
2023 Q4	$2.27K	Hold	34	–	–	﹤0.01%	721
2023 Q3	$1.91K	Hold	34	–	–	﹤0.01%	696
2023 Q2	$1.67K	Buy	+34	New	+$1.59K	﹤0.01%	689

Other funds holding ZEUS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Lee Financial's ZEUS Position: Q1 2024 in Review

Lee Financial sold out of Olympic Steel (ZEUS) in Q1 2024, closing a stake of 34 shares — an estimated $2.27K sold.

Lee Financial first reported a position in ZEUS in Q2 2023 and held it in 3 quarters. The position peaked at $2.27K in Q4 2023. 162 funds tracked by Wall St. Rank hold ZEUS as of Q1 2024.

Lee Financial reported no remaining Olympic Steel position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 34 Olympic Steel shares in Q1 2024, an estimated $2.27K.
Lee Financial first reported a position in Olympic Steel in Q2 2023 and held it in 3 quarters.
Lee Financial's Olympic Steel position peaked at $2.27K in Q4 2023.
162 funds tracked by Wall St. Rank held Olympic Steel as of Q1 2024.

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