Lee Financial CO Reduced Holdings in Q4 2024

Lee Financial CO

  • $706 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.11K
- 1.26%
$442.29 - $483.08 $490K - $535K
87K $39.4M
SYY
Sysco Corp

Consumer Defensive
-10.5K
- 55.85%
$73.63 - $81.77 $770K - $855K
8.27K $632K
DVY
Ishares Tr

ETFs
-2.32K
- 3.61%
$129.55 - $143.41 $300K - $332K
61.8K $8.11M
SUI
Sun Communities Inc

Real Estate
-3.78K
- 60.14%
$119.89 - $139.05 $453K - $525K
2.5K $307K
SHV
Ishares Tr

ETFs
-2.87K
- 1.28%
$109.92 - $110.57 $316K - $318K
221K $24.4M
GLD
Spdr Gold Trust

ETFs
-1.12K
- 1.39%
$236.59 - $257.5 $264K - $287K
79.3K $19.2M
AMT
American Tower Corp

Real Estate
-106
- 1.62%
$179.4 - $232.01 $19K - $24.6K
6.44K $1.18M
KO
Coca Cola CO

Consumer Defensive
-657
- 2.23%
$61.74 - $71.71 $40.6K - $47.1K
28.8K $1.79M
ABBV
Abb Vie Inc.

Healthcare
-210
- 1.54%
$164.99 - $203.87 $34.6K - $42.8K
13.4K $2.38M
UNH
Unitedhealth Group Inc

Healthcare
-81
- 2.56%
$485.52 - $625.25 $39.3K - $50.6K
3.08K $1.56M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.9K
- 8.37%
$60.13 - $67.31 $114K - $128K
20.8K $1.26M
XOM
Exxon Mobil Corp

Energy
-178
- 0.75%
$105.51 - $125.37 $18.8K - $22.3K
23.5K $2.53M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-123
- 0.13%
$26.63 - $30.23 $3.28K - $3.72K
95.8K $2.55M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-1.93K
- 31.35%
$100.24 - $101.35 $194K - $196K
4.24K $426K
MRK
Merck & Co., Inc.

Healthcare
-123
- 0.99%
$96.31 - $114.76 $11.8K - $14.1K
12.3K $1.22M
LEN
Lennar Corp

Consumer Cyclical
-42
- 1.2%
$136.2 - $188.96 $5.72K - $7.94K
3.45K $470K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-365
- 1.82%
$64.91 - $73.47 $23.7K - $26.8K
19.7K $1.28M
MSFT
Microsoft Corp

Technology
-29
- 0.17%
$406.35 - $454.46 $11.8K - $13.2K
17.1K $7.19M
CNI
Canadian National Railway CO

Industrials
-135
- 1.46%
$100.62 - $117.12 $13.6K - $15.8K
9.13K $926K
CNQ
Canadian Natural Resources LTD

Energy
-749
- 1.47%
$29.51 - $37.6 $22.1K - $28.2K
50.3K $1.55M
FNF
Fidelity National Financial, Inc.

Financial Services
-344
- 1.73%
$55.19 - $63.83 $19K - $22K
19.6K $1.1M
ORCL
Oracle Corp

Technology
-634
- 8.95%
$165.41 - $192.43 $105K - $122K
6.45K $1.07M
HD
Home Depot, Inc.

Consumer Cyclical
-27
- 0.42%
$385.02 - $431.37 $10.4K - $11.6K
6.36K $2.48M
WSO
Watsco Inc

Industrials
-68
- 1.58%
$466.57 - $568.78 $31.7K - $38.7K
4.22K $2M
DINO
Hf Sinclair Corp

Energy
-30
- 0.27%
$33.69 - $47.67 $1.01K - $1.43K
11.3K $394K
ACWI
Ishares Msci Acwi ETF

ETFs
-162
- 0.4%
$117.05 - $123.03 $19K - $19.9K
40.5K $4.76M
IVE
Ishares S&P 500 Value ETF

ETFs
-215
- 2.21%
$189.5 - $206.17 $40.7K - $44.3K
9.5K $1.81M
DHR
Danaher Corp

Healthcare
-64
- 3.95%
$226.16 - $274.52 $14.5K - $17.6K
1.56K $356K
LMT
Lockheed Martin Corp

Industrials
-52
- 8.9%
$479.66 - $614.62 $24.9K - $32K
532 $258K
WTRG
Essential Utilities, Inc.

Utilities
-435
- 1.58%
$36.18 - $40.55 $15.7K - $17.6K
27.2K $986K
LUV
Southwest Airlines CO

Industrials
-3.45K
- 27.0%
$28.99 - $34.84 $99.9K - $120K
9.31K $313K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-507
- 2.04%
$20.55 - $23.26 $10.4K - $11.8K
24.4K $513K
AMAT
Applied Materials Inc

Technology
-47
- 3.42%
$161.44 - $213.89 $7.59K - $10.1K
1.33K $215K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-30
- 7.03%
$501.29 - $612.85 $15K - $18.4K
397 $206K
SPGI
S&P Global Inc.

Financial Services
-31
- 1.51%
$480.36 - $529.17 $14.9K - $16.4K
2.02K $1.01M
PM
Philip Morris International Inc.

Consumer Defensive
-275
- 1.61%
$118.38 - $133.06 $32.6K - $36.6K
16.8K $2.02M
SHW
Sherwin Williams CO

Basic Materials
-23
- 3.33%
$338.75 - $399.71 $7.79K - $9.19K
667 $226K
PFE
Pfizer Inc

Healthcare
-96
- 0.82%
$24.8 - $30.19 $2.38K - $2.9K
11.6K $307K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-200
- 4.71%
$201.32 - $217.44 $40.3K - $43.5K
4.04K $836K
COP
Conocophillips

Energy
-44
- 1.37%
$95.12 - $114.72 $4.19K - $5.05K
3.16K $313K
CSX
Csx Corp

Industrials
-164
- 2.49%
$31.58 - $36.88 $5.18K - $6.05K
6.41K $206K
TXN
Texas Instruments Inc

Technology
-85
- 1.44%
N/A
5.82K $1.13M
FAST
Fastenal CO

Industrials
-240
- 1.56%
$69.99 - $84.35 $16.8K - $20.2K
15.1K $1.09M
SLF
Sun Life Financial Inc

Financial Services
-167
- 4.43%
$55.43 - $62.69 $9.26K - $10.5K
3.6K $213K
SCI
Service Corp International

Consumer Cyclical
-240
- 1.41%
$73.36 - $88.6 $17.6K - $21.3K
16.8K $1.34M
ALLY
Ally Financial Inc.

Financial Services
-395
- 1.53%
$34.12 - $39.98 $13.5K - $15.8K
25.4K $913K
Ferguson Enterprises Inc
-104
- 1.61%
N/A
6.37K $0
Linde PLC
-56
- 1.83%
N/A
3K $0
Viper Energy Inc
-465
- 1.17%
N/A
39.3K $0
Activity Summary
Buys All Purchases 65 New Holdings 7 Increased Positions 58 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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