LDFR
NVDA icon

Lehman & Derafelo Financial Resources’s NVIDIA NVDA Stock Holding History

Lehman & Derafelo Financial Resources’s Portfolio NVDA Stock Details NVDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-16,720
Closed -$218K – 236
2020
Q4 		$218K Sell
16,720
-160
-0.9% -$2.14K 0.07% 110
2020
Q3 		$228K Buy
+16,880
New +$196K 0.07% 117

Other funds holding NVDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lehman & Derafelo Financial Resources's NVDA Position: Q1 2021 in Review

Lehman & Derafelo Financial Resources sold out of NVIDIA (NVDA) in Q1 2021, closing a stake of 16,720 shares — an estimated $218K sold.

Lehman & Derafelo Financial Resources first reported a position in NVDA in Q3 2020 and held it in 2 quarters. The position peaked at $228K in Q3 2020. 2,340 funds tracked by Wall St. Rank hold NVDA as of Q1 2021.

  • Lehman & Derafelo Financial Resources reported no remaining NVIDIA position as of Q1 2021 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 16,720 NVIDIA shares in Q1 2021, an estimated $218K.
  • Lehman & Derafelo Financial Resources first reported a position in NVIDIA in Q3 2020 and held it in 2 quarters.
  • Lehman & Derafelo Financial Resources's NVIDIA position peaked at $228K in Q3 2020.
  • 2,340 funds tracked by Wall St. Rank held NVIDIA as of Q1 2021.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q1 2021, filed 21 Apr 2021.