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Robert Lee Profile - KBW Analyst
53 Followers
Robert Lee KBW
Wall Street Analyst
Success Rate
216 out of 330 ratings made a profit
Average Return
+10.00%
Average return per rating
Time Frame
Compare to
Copying Robert Lee's trades since 2009 and holding each position for 1 Year would result in 65.45% of your transactions generating a profit, with an average return of 10.0% per rating.
Stock Rating Distribution
54.86% Hold
38.55% Buy
6.59% Sell
Distribution of Robert Lee's ratings
Additional Information
Main Sector:Financial
Geo Coverage:
Best Rating
The most profitable rating made by Robert Lee
Robert Lee's Stock Coverage
Morgan Stanley
Oct 12, 2009
Buy
Reiterated
$36.00
(-78.97% Downside)
1Ratings
―
0.00%
Goldman Sachs Group
May 03, 2010
Hold
Downgraded
―
1Ratings
―
0.00%
Artio Global
Jun 29, 2010
Hold
Downgraded
―
1Ratings
―
0.00%
Bank of New York Mellon
Oct 20, 2014
Hold
Initiated
$41.00
(-65.18% Downside)
1Ratings
―
0.00%
Northern
Oct 23, 2014
Hold
Initiated
$67.00
(-54.23% Downside)
2Ratings
+4.80%
State Street
Oct 27, 2014
Hold
Assigned
$79.00
(-38.27% Downside)
2Ratings
―
0.00%
Medley Management
Aug 14, 2015
Hold
Reiterated
$9.30
―
4Ratings
-31.80%
Man Group plc
Nov 27, 2016
Hold
Reiterated
10,629.66p
(3905.15% Upside)
4Ratings
―
0.00%
Calamos Asset Management
Dec 19, 2016
Hold
Reiterated
―
30Ratings
+16.12%
Janus Capital
Jan 24, 2017
Hold
Reiterated
―
25Ratings
―
0.00%
List of latest recommendations made by Robert Lee. Click to expand and see Robert Lee's performance on a particular stock
Disclaimer: TipRanks collects analysts’ ratings and price targets by scanning publicly available reports on financial websites and by receiving reports from analysts, firms, or customers. The information and statistics displayed might not be accurate, complete, or up-to-date. The analyst ratings provided are the sole responsibility of the source publication. TipRanks holds no liability over the analysts' information, price targets, ratings, or opinions expressed.
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Learn More >About Analyst Ratings
About Analyst Ratings
Analyst ratings represent professional recommendations - Buy, Hold, or Sell - issued for a specific stock. Each rating reflects the analyst’s view at the time of publication and is tracked to measure historical performance.
Ratings Count
The total number of analyst ratings (Buy, Hold, and Sell) issued for the stock. This includes all published recommendations, even those not used in performance calculations.
Performance Calculation
To ensure accuracy and prevent duplication, only certain ratings are included in performance metrics:
•
One rating per analyst per month: If an analyst publishes more than one rating in a month, only the first is counted.
•
Updated ratings end prior ones: If the analyst changes their stance during that month (for example, from Buy to Sell), performance tracking for the earlier rating stops immediately on the update date, and the new rating begins tracking from that point forward.
•
Hold ratings excluded: Hold recommendations are displayed on the chart but are not counted in performance or return calculations.
Example
If an analyst rates a stock Buy on April 1 and changes it to Sell on April 20, the Buy rating’s performance is measured from April 1 to April 20. From April 20 onward, only the Sell rating is tracked.
Success Rate
Indicates the percentage of performance-accounted ratings that generated a positive return during their active period. For example, if 6 out of 17 accounted ratings were profitable, the success rate is 35%.
Average Return
Represents the mean return per active rating - showing the average gain or loss an analyst’s recommendation produced while it was active.
Robert Lee activity FAQ
What is the performance of Robert Lee's recommendations?
The percentage of profitable recommendations made by Robert Lee is 65%, and the average return per transaction is 10.00%.
What was Robert Lee's most profitable rating?
Robert Lee’s most profitable ratings was a buy on AMG stock on Apr 06, 2020 - Apr 06, 2021. The return on the trade was +151.00%.
Where can I see a list of stock analyst ratings?
You can see a list of daily stock analyst ratings here.
What are the most recommended stocks by analysts?
You can see a list of the most recommended stocks by analysts here