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Peak shares owned by Lee Financial Group Hawaii

Quarter-by-quarter ownership of Peak (DOC) shares owned by Lee Financial Group Hawaii from 13F filings

Historical chart of Lee Financial Group Hawaii investment in Peak

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All positions including Peak held by Lee Financial Group Hawaii consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Peak by Lee Financial Group Hawaii

Quarter filed Position value Share count Share price at filing
2024-03-31 $547k 29k 18.75

More positions owned by Lee Financial Group Hawaii

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Global X Fds Rbtcs Artfl Inte (BOTZ)
Spdr Ser Tr Aerospace Def (XAR)
Pimco Etf Tr Active Bd Etf (BOND)
J P Morgan Exchange Traded F Us Value Factr (JVAL)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Oneok (OKE)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
Costco Wholesale Corporation (COST)
First Hawaiian (FHB)

View all positions for Lee Financial Group Hawaii

Top funds holding Peak

Vanguard Group
BlackRock
Jpmorgan Chase & Co
Geode Capital Management
Hanna Zanoni
Legal & General Group
Centersquare Investment Management
Dimensional Fund Advisors
Charles Schwab Investment Management
American Century Companies
Northern Trust
Bank of New York Mellon
Nuveen Asset Management
PGGM Vermogensbeheer B.V.
Cullen Capital Management

View all funds holding Peak