Lehman & Derafelo Financial Resources’s VanEck Gold Miners ETF GDX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$1.38M	Hold	48,053	–	–	0.41%	37
2022 Q3	$1.16M	Hold	48,053	–	–	0.37%	37
2022 Q2	$1.32M	Sell	48,053 -744	-2%	-$25.1K	0.41%	37
2022 Q1	$1.87M	Sell	48,797 -256	-0.5%	-$8.7K	0.52%	26
2021 Q4	$1.57M	Buy	49,053 +1,600	+3%	+$51.1K	0.47%	35
2021 Q3	$1.4M	Hold	47,453	–	–	0.45%	37
2021 Q2	$1.61M	Sell	47,453 -1,500	-3%	-$54.8K	0.44%	36
2021 Q1	$1.59M	Sell	48,953 -1,180	-2%	-$40.2K	0.45%	35
2020 Q4	$1.81M	Sell	50,133 -1,744	-3%	-$65.1K	0.54%	33
2020 Q3	$2.03M	Sell	51,877 -120	-0.2%	-$4.89K	0.65%	27
2020 Q2	$1.91M	Hold	51,997	–	–	0.67%	29
2020 Q1	$1.2M	Buy	51,997 +400	+0.8%	+$10.9K	0.5%	34
2019 Q4	$1.51M	Buy	51,597 +4,293	+9%	+$117K	0.54%	34
2019 Q3	$1.26M	Sell	47,304 -400	-0.8%	-$11.2K	0.48%	38
2019 Q2	$1.21M	Hold	47,704	–	–	0.49%	36
2019 Q1	$1.07M	Sell	47,704 -1,400	-3%	-$30.8K	0.46%	37
2018 Q4	$1.04M	Buy	+49,104	New	+$963K	0.52%	32

Other funds holding GDX

AWA

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Lehman & Derafelo Financial Resources held its VanEck Gold Miners ETF (GDX) position steady in Q4 2022 at 48,053 shares worth $1.38M. The position accounts for 0.41% of the portfolio, ranked #37.

Lehman & Derafelo Financial Resources first reported a position in GDX in Q4 2018 and has held it in 17 quarters since. The position peaked at $2.03M in Q3 2020. 704 funds tracked by Wall St. Rank hold GDX as of Q4 2022.

Lehman & Derafelo Financial Resources held 48,053 shares of VanEck Gold Miners ETF worth $1.38M as of Q4 2022.
Lehman & Derafelo Financial Resources left its VanEck Gold Miners ETF share count unchanged in Q4 2022.
VanEck Gold Miners ETF made up 0.41% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #37 holding.
Lehman & Derafelo Financial Resources first reported a position in VanEck Gold Miners ETF in Q4 2018 and has held it in 17 quarters since.
Lehman & Derafelo Financial Resources's VanEck Gold Miners ETF position peaked at $2.03M in Q3 2020.
704 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q4 2022.

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