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Lee Financial’s Zoetis ZTS Stock Holding History

Lee Financial’s Portfolio ZTS Stock Details ZTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,024
Closed -$200K – 188
2024
Q3 		$200K Sell
1,024
-152
-13% -$28K 0.03% 173
2024
Q2 		$204K Buy
+1,176
New +$196K 0.03% 143
2024
Q1 		– Sell
-266
Closed -$52.5K – 846
2023
Q4 		$52.5K Sell
266
-6
-2% -$1.06K 0.01% 231
2023
Q3 		$47.3K Buy
272
+200
+278% +$36.3K 0.01% 225
2023
Q2 		$12.4K Hold
72
– – ﹤0.01% 377
2023
Q1 		$12K Buy
72
+7
+11% +$1.15K ﹤0.01% 386
2022
Q4 		$9.53K Hold
65
– – ﹤0.01% 475
2022
Q3 		$10K Buy
65
+1
+2% +$167 ﹤0.01% 444
2022
Q2 		$11K Buy
64
+54
+540% +$9.34K ﹤0.01% 439
2022
Q1 		$2K Buy
+10
New +$1.98K ﹤0.01% 695
2018
Q3 		– Sell
-262
Closed -$22K – 743
2018
Q2 		$22K Hold
262
– – 0.01% 338
2018
Q1 		$22K Sell
262
-132
-34% -$10.4K 0.01% 340
2017
Q4 		$28K Buy
394
+362
+1,131% +$24.9K 0.01% 228
2017
Q3 		$2K Hold
32
– – ﹤0.01% 456
2017
Q2 		$2K Buy
+32
New +$1.89K ﹤0.01% 474

Other funds holding ZTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lee Financial's ZTS Position: Q4 2024 in Review

Lee Financial sold out of Zoetis (ZTS) in Q4 2024, closing a stake of 1,024 shares — an estimated $200K sold.

Lee Financial first reported a position in ZTS in Q2 2017 and held it in 15 quarters. The position peaked at $204K in Q2 2024. 1,876 funds tracked by Wall St. Rank hold ZTS as of Q4 2024.

  • Lee Financial reported no remaining Zoetis position as of Q4 2024 after selling out during the quarter.
  • Lee Financial sold 1,024 Zoetis shares in Q4 2024, an estimated $200K.
  • Lee Financial first reported a position in Zoetis in Q2 2017 and held it in 15 quarters.
  • Lee Financial's Zoetis position peaked at $204K in Q2 2024.
  • 1,876 funds tracked by Wall St. Rank held Zoetis as of Q4 2024.

Based on Lee Financial's 13F filing for Q4 2024, filed 30 Jan 2025.