Lehman & Derafelo Financial Resources’s Opko Health OPK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-45,700	Closed	-$86K	–	161
2022 Q3	$86K	Hold	45,700	–	–	0.03%	111
2022 Q2	$116K	Buy	+45,700	New	+$133K	0.04%	106
2021 Q3	–	Sell	-52,100	Closed	-$211K	–	214
2021 Q2	$211K	Hold	52,100	–	–	0.06%	114
2021 Q1	$224K	Hold	52,100	–	–	0.06%	111
2020 Q4	$206K	Sell	52,100 -1,200	-2%	-$5.01K	0.06%	117
2020 Q3	$197K	Hold	53,300	–	–	0.06%	130
2020 Q2	$182K	Hold	53,300	–	–	0.06%	123
2020 Q1	$71K	Hold	53,300	–	–	0.03%	105
2019 Q4	$78K	Buy	53,300 +1,000	+2%	+$1.67K	0.03%	122
2019 Q3	$109K	Hold	52,300	–	–	0.04%	109
2019 Q2	$123K	Hold	52,300	–	–	0.05%	105
2019 Q1	$137K	Hold	52,300	–	–	0.06%	101
2018 Q4	$157K	Buy	+52,300	New	+$177K	0.08%	88

Other funds holding OPK

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Lehman & Derafelo Financial Resources sold out of Opko Health (OPK) in Q4 2022, closing a stake of 45,700 shares — an estimated $86K sold.

Lehman & Derafelo Financial Resources first reported a position in OPK in Q4 2018 and held it in 13 quarters. The position peaked at $224K in Q1 2021. 221 funds tracked by Wall St. Rank hold OPK as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining Opko Health position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 45,700 Opko Health shares in Q4 2022, an estimated $86K.
Lehman & Derafelo Financial Resources first reported a position in Opko Health in Q4 2018 and held it in 13 quarters.
Lehman & Derafelo Financial Resources's Opko Health position peaked at $224K in Q1 2021.
221 funds tracked by Wall St. Rank held Opko Health as of Q4 2022.

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