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Lehman & Derafelo Financial Resources’s BP BP Stock Holding History

Lehman & Derafelo Financial Resources’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-116,105
Closed -$3.17M – 117
2021
Q3 		$3.17M Sell
116,105
-6,144
-5% -$154K 1.03% 16
2021
Q2 		$3.23M Sell
122,249
-495
-0.4% -$13K 0.88% 18
2021
Q1 		$2.99M Buy
122,744
+32
+0% +$771 0.84% 20
2020
Q4 		$2.52M Sell
122,712
-3,095
-2% -$58.3K 0.75% 23
2020
Q3 		$2.2M Sell
125,807
-1,345
-1% -$29.1K 0.7% 24
2020
Q2 		$2.96M Sell
127,152
-825
-0.6% -$19.8K 1.04% 19
2020
Q1 		$3.12M Buy
127,977
+1,391
+1% +$45K 1.3% 15
2019
Q4 		$4.78M Buy
126,586
+417
+0.3% +$15.8K 1.72% 12
2019
Q3 		$4.79M Buy
126,169
+1,136
+0.9% +$43.3K 1.83% 11
2019
Q2 		$5.04M Sell
125,033
-1,752
-1% -$73.5K 2.06% 10
2019
Q1 		$5.45M Buy
+126,785
New +$5.2M 2.35% 9

Other funds holding BP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lehman & Derafelo Financial Resources's BP Position: Q4 2021 in Review

Lehman & Derafelo Financial Resources sold out of BP (BP) in Q4 2021, closing a stake of 116,105 shares — an estimated $3.17M sold.

Lehman & Derafelo Financial Resources first reported a position in BP in Q1 2019 and held it in 11 quarters. The position peaked at $5.45M in Q1 2019. 1,000 funds tracked by Wall St. Rank hold BP as of Q4 2021.

  • Lehman & Derafelo Financial Resources reported no remaining BP position as of Q4 2021 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 116,105 BP shares in Q4 2021, an estimated $3.17M.
  • Lehman & Derafelo Financial Resources first reported a position in BP in Q1 2019 and held it in 11 quarters.
  • Lehman & Derafelo Financial Resources's BP position peaked at $5.45M in Q1 2019.
  • 1,000 funds tracked by Wall St. Rank held BP as of Q4 2021.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2021, filed 11 Feb 2022.