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Jonathan Lee CFA Profile - Guggenheim Analyst

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Jonathan Lee CFA

Jonathan Lee CFA
Guggenheim

Wall Street Analyst
#4,608 out of 9,184 Wall Street Analysts
#12,412 out of 39,308 experts

Success Rate

50%
5 out of 10 ratings made a profit

Average Return

+5.40%
Average return per rating
Time Frame
1 Year
Compare to
No Benchmark
Copying Jonathan Lee CFA's trades since 2023 and holding each position for 1 Year would result in 50.00% of your transactions generating a profit, with an average return of 5.4% per rating.

Stock Rating Distribution

26Ratings
57.69% Hold
38.46% Buy
3.85% Sell
Distribution of Jonathan Lee CFA's ratings

Additional Information

Main Sector:General
Geo Coverage:
United StatesUS Market
CanadaCanadian Market

Best Rating

Stock:
TTEC Holdings, Inc.
(TTEC)
Rating:Sell
Date:Mar 18, 2024 - Oct 01, 2024
Return:+43.90%
The most profitable rating made by Jonathan Lee CFA

Jonathan Lee CFA's Stock Coverage

Company
Date
Position
Action
Price Target
No. of Ratings
Success Rate
Avg. Return
May 22, 2023
Hold
Reiterated
$60.00
(3.99% Upside)
1Ratings
0.00%
Jun 12, 2023
Hold
Downgraded
$105.00
(21.97% Upside)
1Ratings
0.00%
Mar 18, 2024
Hold
Initiated
$80.00
(4.82% Upside)
1Ratings
0.00%
Mar 18, 2024
Buy
Initiated
$350.00
(53.78% Upside)
1Ratings
0%
-16.00%
Mar 18, 2024
Hold
Initiated
$20.00
(-7.96% Downside)
1Ratings
0.00%
Mar 18, 2024
Hold
Initiated
$65.00
(-14.43% Downside)
7Ratings
0.00%
Mar 18, 2024
Buy
Initiated
$250.00
(19.88% Upside)
1Ratings
100%
+13.60%
Mar 18, 2024
Hold
Initiated
$22.00
(12.30% Upside)
1Ratings
0.00%
Mar 18, 2024
Hold
Initiated
C$12.67
(160.11% Upside)
1Ratings
0.00%
Mar 18, 2024
Hold
Initiated
$13.00
(-8.26% Downside)
1Ratings
0.00%
List of latest recommendations made by Jonathan Lee CFA. Click to expand and see Jonathan Lee CFA'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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Jonathan Lee CFA activity FAQ

What is the performance of Jonathan Lee CFA's recommendations?
The percentage of profitable recommendations made by Jonathan Lee CFA is 50%, and the average return per transaction is 5.40%.
    What stocks does Jonathan Lee CFA cover?
    Jonathan Lee CFA mostly covers PRFT , DAVA , ACN stocks.
      What was Jonathan Lee CFA's most profitable rating?
      Jonathan Lee CFA’s most profitable ratings was a sell on TTEC stock on Mar 18, 2024 - Oct 01, 2024. The return on the trade was +43.90%.
        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