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Lehman & Derafelo Financial Resources’s Ocugen OCGN Stock Holding History

Lehman & Derafelo Financial Resources’s Portfolio OCGN Stock Details OCGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-21,000
Closed -$169K – 212
2021
Q2 		$169K Hold
21,000
– – 0.05% 125
2021
Q1 		$143K Buy
+21,000
New +$140K 0.04% 125

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $1.74B AUM 64.05% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Lehman & Derafelo Financial Resources's OCGN Position: Q3 2021 in Review

Lehman & Derafelo Financial Resources sold out of Ocugen (OCGN) in Q3 2021, closing a stake of 21,000 shares — an estimated $169K sold.

Lehman & Derafelo Financial Resources first reported a position in OCGN in Q1 2021 and held it in 2 quarters. The position peaked at $169K in Q2 2021. 116 funds tracked by Wall St. Rank hold OCGN as of Q3 2021.

  • Lehman & Derafelo Financial Resources reported no remaining Ocugen position as of Q3 2021 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 21,000 Ocugen shares in Q3 2021, an estimated $169K.
  • Lehman & Derafelo Financial Resources first reported a position in Ocugen in Q1 2021 and held it in 2 quarters.
  • Lehman & Derafelo Financial Resources's Ocugen position peaked at $169K in Q2 2021.
  • 116 funds tracked by Wall St. Rank held Ocugen as of Q3 2021.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q3 2021, filed 28 Oct 2021.