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Lehman & Derafelo Financial Resources’s General Motors GM Stock Holding History

Lehman & Derafelo Financial Resources’s Portfolio GM Stock Details GM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$1.42M Buy
42,170
+1,313
+3% +$48.5K 0.42% 35
2022
Q3 		$1.31M Sell
40,857
-906
-2% -$33.3K 0.41% 34
2022
Q2 		$1.33M Sell
41,763
-800
-2% -$30K 0.41% 36
2022
Q1 		$1.86M Sell
42,563
-1,000
-2% -$49.9K 0.52% 27
2021
Q4 		$2.55M Hold
43,563
– – 0.77% 20
2021
Q3 		$2.3M Sell
43,563
-1,500
-3% -$79.7K 0.75% 24
2021
Q2 		$2.67M Hold
45,063
– – 0.73% 22
2021
Q1 		$2.59M Sell
45,063
-2,000
-4% -$106K 0.73% 23
2020
Q4 		$1.96M Buy
47,063
+400
+0.9% +$15.6K 0.59% 29
2020
Q3 		$1.38M Sell
46,663
-28,339
-38% -$796K 0.44% 41
2020
Q2 		$1.9M Sell
75,002
-3,641
-5% -$88.6K 0.66% 30
2020
Q1 		$1.63M Sell
78,643
-1,300
-2% -$39.7K 0.68% 29
2019
Q4 		$2.93M Buy
79,943
+4,707
+6% +$171K 1.05% 21
2019
Q3 		$2.82M Buy
75,236
+6,125
+9% +$236K 1.08% 21
2019
Q2 		$2.66M Buy
69,111
+2,727
+4% +$102K 1.09% 21
2019
Q1 		$2.46M Buy
66,384
+849
+1% +$32.2K 1.06% 21
2018
Q4 		$2.19M Buy
+65,535
New +$2.26M 1.09% 19

Other funds holding GM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 GM Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources increased its General Motors (GM) stake by 3.2% in Q4 2022, buying an estimated $48.5K and bringing the position to 42,170 shares worth $1.42M. The position accounts for 0.42% of the portfolio, ranked #35.

Lehman & Derafelo Financial Resources first reported a position in GM in Q4 2018 and has held it in 17 quarters since. The position peaked at $2.93M in Q4 2019. 1,237 funds tracked by Wall St. Rank hold GM as of Q4 2022.

  • Lehman & Derafelo Financial Resources held 42,170 shares of General Motors worth $1.42M as of Q4 2022.
  • Lehman & Derafelo Financial Resources bought 1,313 General Motors shares in Q4 2022, an estimated $48.5K.
  • General Motors made up 0.42% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #35 holding.
  • Lehman & Derafelo Financial Resources first reported a position in General Motors in Q4 2018 and has held it in 17 quarters since.
  • Lehman & Derafelo Financial Resources's General Motors position peaked at $2.93M in Q4 2019.
  • 1,237 funds tracked by Wall St. Rank held General Motors as of Q4 2022.

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