Lehman & Derafelo Financial Resources’s Ford F Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$656K	Buy	56,400 +104	+0.2%	+$1.34K	0.19%	55
2022 Q3	$631K	Hold	56,296	–	–	0.2%	51
2022 Q2	$627K	Hold	56,296	–	–	0.19%	52
2022 Q1	$952K	Sell	56,296 -500	-0.9%	-$9.51K	0.26%	46
2021 Q4	$1.18M	Buy	56,796 +249	+0.4%	+$4.58K	0.36%	46
2021 Q3	$801K	Sell	56,547 -4,500	-7%	-$61.2K	0.26%	49
2021 Q2	$907K	Sell	61,047 -1,600	-3%	-$21.3K	0.25%	53
2021 Q1	$767K	Sell	62,647 -100	-0.2%	-$1.14K	0.22%	54
2020 Q4	$552K	Sell	62,747 -4,489	-7%	-$37.6K	0.17%	62
2020 Q3	$448K	Sell	67,236 -2,503	-4%	-$16.9K	0.14%	81
2020 Q2	$424K	Hold	69,739	–	–	0.15%	79
2020 Q1	$337K	Buy	69,739 +4,600	+7%	+$34.5K	0.14%	66
2019 Q4	$606K	Sell	65,139 -2,500	-4%	-$22.5K	0.22%	57
2019 Q3	$620K	Buy	67,639 +3,503	+5%	+$33.3K	0.24%	57
2019 Q2	$654K	Sell	64,136 -1,700	-3%	-$16.8K	0.27%	54
2019 Q1	$578K	Sell	65,836 -500	-0.8%	-$4.29K	0.25%	54
2018 Q4	$507K	Buy	+66,336	New	+$591K	0.25%	50

Other funds holding F

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

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

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Lehman & Derafelo Financial Resources's F Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources increased its Ford (F) stake by 0.18% in Q4 2022, buying an estimated $1.34K and bringing the position to 56,400 shares worth $656K. The position accounts for 0.19% of the portfolio, ranked #55.

Lehman & Derafelo Financial Resources first reported a position in F in Q4 2018 and has held it in 17 quarters since. The position peaked at $1.18M in Q4 2021. 1,697 funds tracked by Wall St. Rank hold F as of Q4 2022.

Lehman & Derafelo Financial Resources held 56,400 shares of Ford worth $656K as of Q4 2022.
Lehman & Derafelo Financial Resources bought 104 Ford shares in Q4 2022, an estimated $1.34K.
Ford made up 0.19% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #55 holding.
Lehman & Derafelo Financial Resources first reported a position in Ford in Q4 2018 and has held it in 17 quarters since.
Lehman & Derafelo Financial Resources's Ford position peaked at $1.18M in Q4 2021.
1,697 funds tracked by Wall St. Rank held Ford as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.