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Lehman & Derafelo Financial Resources’s Digital Realty Trust DLR Stock Holding History

Lehman & Derafelo Financial Resources’s Portfolio DLR Stock Details DLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,024
Closed -$305K – 203
2021
Q2 		$305K Hold
2,024
– – 0.08% 90
2021
Q1 		$285K Buy
2,024
+480
+31% +$66.3K 0.08% 92
2020
Q4 		$215K Buy
1,544
+100
+7% +$14.3K 0.06% 112
2020
Q3 		$212K Buy
+1,444
New +$216K 0.07% 121

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lehman & Derafelo Financial Resources's DLR Position: Q3 2021 in Review

Lehman & Derafelo Financial Resources sold out of Digital Realty Trust (DLR) in Q3 2021, closing a stake of 2,024 shares — an estimated $305K sold.

Lehman & Derafelo Financial Resources first reported a position in DLR in Q3 2020 and held it in 4 quarters. The position peaked at $305K in Q2 2021. 984 funds tracked by Wall St. Rank hold DLR as of Q3 2021.

  • Lehman & Derafelo Financial Resources reported no remaining Digital Realty Trust position as of Q3 2021 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 2,024 Digital Realty Trust shares in Q3 2021, an estimated $305K.
  • Lehman & Derafelo Financial Resources first reported a position in Digital Realty Trust in Q3 2020 and held it in 4 quarters.
  • Lehman & Derafelo Financial Resources's Digital Realty Trust position peaked at $305K in Q2 2021.
  • 984 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2021.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q3 2021, filed 28 Oct 2021.