Lehman & Derafelo Financial Resources’s Meta Platforms (Facebook) META Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$318K	Sell	2,646 -361	-12%	-$42.4K	0.09%	83
2022 Q3	$408K	Hold	3,007	–	–	0.13%	63
2022 Q2	$485K	Buy	3,007 +21	+0.7%	+$4.05K	0.15%	58
2022 Q1	$664K	Buy	2,986 +1,211	+68%	+$303K	0.18%	53
2021 Q4	$597K	Sell	1,775 -100	-5%	-$33.2K	0.18%	55
2021 Q3	$636K	Sell	1,875 -2,178	-54%	-$784K	0.21%	54
2021 Q2	$1.41M	Buy	4,053 +45	+1%	+$14.4K	0.39%	41
2021 Q1	$1.18M	Buy	4,008 +134	+3%	+$36.1K	0.33%	47
2020 Q4	$1.06M	Buy	3,874 +990	+34%	+$271K	0.32%	49
2020 Q3	$755K	Sell	2,884 -400	-12%	-$103K	0.24%	61
2020 Q2	$746K	Sell	3,284 -246	-7%	-$51.4K	0.26%	64
2020 Q1	$589K	Buy	3,530 +9	+0.3%	+$1.76K	0.25%	53
2019 Q4	$723K	Buy	3,521 +321	+10%	+$62.2K	0.26%	54
2019 Q3	$570K	Sell	3,200 -500	-14%	-$95K	0.22%	58
2019 Q2	$727K	Buy	3,700 +30	+0.8%	+$5.48K	0.3%	47
2019 Q1	$612K	Buy	3,670 +3	+0.1%	+$477	0.26%	51
2018 Q4	$481K	Buy	+3,667	New	+$531K	0.24%	53

Other funds holding META

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Lehman & Derafelo Financial Resources reduced its Meta Platforms (Facebook) (META) stake by 12% in Q4 2022, selling an estimated $42.4K and leaving 2,646 shares worth $318K. The position accounts for 0.09% of the portfolio, ranked #83.

Lehman & Derafelo Financial Resources first reported a position in META in Q4 2018 and has held it in 17 quarters since. The position peaked at $1.41M in Q2 2021. 2,756 funds tracked by Wall St. Rank hold META as of Q4 2022.

Lehman & Derafelo Financial Resources held 2,646 shares of Meta Platforms (Facebook) worth $318K as of Q4 2022.
Lehman & Derafelo Financial Resources sold 361 Meta Platforms (Facebook) shares in Q4 2022, an estimated $42.4K.
Meta Platforms (Facebook) made up 0.09% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #83 holding.
Lehman & Derafelo Financial Resources first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 17 quarters since.
Lehman & Derafelo Financial Resources's Meta Platforms (Facebook) position peaked at $1.41M in Q2 2021.
2,756 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2022.

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