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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
2020
Q3 		– Sell
-10,000
Closed -$2.27M – 281
2020
Q2 		$2.27M Buy
+10,000
New +$2.09M 0.79% 22

Other funds holding META

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
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.