Lehman & Derafelo Financial Resources’s Cisco CSCO Stock Holding History

Lehman & Derafelo Financial Resources’s Portfolio CSCO Stock Details CSCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-129,542	Closed	-$6.7M	–	225
2021 Q1	$6.7M	Buy	129,542 +1,433	+1%	+$67.3K	1.88%	10
2020 Q4	$5.73M	Sell	128,109 -2,091	-2%	-$85.9K	1.72%	10
2020 Q3	$5.13M	Buy	130,200 +2,082	+2%	+$90.7K	1.63%	10
2020 Q2	$5.97M	Sell	128,118 -627	-0.5%	-$27.5K	2.09%	10
2020 Q1	$5.06M	Buy	128,745 +4,132	+3%	+$181K	2.11%	10
2019 Q4	$5.98M	Buy	124,613 +3,519	+3%	+$164K	2.15%	9
2019 Q3	$5.98M	Buy	121,094 +1,931	+2%	+$100K	2.29%	9
2019 Q2	$6.75M	Sell	119,163 -1,192	-1%	-$65.8K	2.75%	8
2019 Q1	$6.5M	Buy	120,355 +307	+0.3%	+$14.9K	2.8%	8
2018 Q4	$5.2M	Buy	+120,048	New	+$5.49M	2.59%	8

Other funds holding CSCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lehman & Derafelo Financial Resources's CSCO Position: Q2 2021 in Review

Lehman & Derafelo Financial Resources sold out of Cisco (CSCO) in Q2 2021, closing a stake of 129,542 shares — an estimated $6.7M sold.

Lehman & Derafelo Financial Resources first reported a position in CSCO in Q4 2018 and held it in 10 quarters. The position peaked at $6.75M in Q2 2019. 2,696 funds tracked by Wall St. Rank hold CSCO as of Q2 2021.

Lehman & Derafelo Financial Resources reported no remaining Cisco position as of Q2 2021 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 129,542 Cisco shares in Q2 2021, an estimated $6.7M.
Lehman & Derafelo Financial Resources first reported a position in Cisco in Q4 2018 and held it in 10 quarters.
Lehman & Derafelo Financial Resources's Cisco position peaked at $6.75M in Q2 2019.
2,696 funds tracked by Wall St. Rank held Cisco as of Q2 2021.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q2 2021, filed 19 Jul 2021.