Lee Financial Co

Q4 2023 13F Detailed Holdings

Location
Dallas, TX
Holdings as of
12/31/2023
Value ($000)
$569,946
Num holdings
1,038
Date filed
2/8/2024
Form type
13F-HR
Prev filing
11/9/2023
Next filing
5/15/2024
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 TORTOISE CAPITAL ADVISORS, L.L.C. 028-11123
2 GW&K Investment Management, LLC 028-04145
3 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 028-12966