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Pathstone Family Office’s Leslie's LESL Stock Holding History

Pathstone Family Office’s Portfolio LESL Stock Details LESL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$69.2K Buy
+611
New +$80K ﹤0.01% 1611
2022
Q4 		– Sell
-3,091
Closed -$910K – 1548
2022
Q3 		$910K Buy
3,091
+2,208
+250% +$663K 0.01% 794
2022
Q2 		$268K Hold
883
– – 0.01% 846
2022
Q1 		$342K Buy
+883
New +$367K 0.01% 698
2021
Q4 		– Sell
-930
Closed -$382K – 938
2021
Q3 		$382K Buy
930
+51
+6% +$24.4K 0.01% 600
2021
Q2 		$483K Buy
879
+261
+42% +$143K 0.01% 476
2021
Q1 		$303K Buy
+618
New +$316K 0.01% 484

Other funds holding LESL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return