LDFR
OPK icon

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
2020
Q4 		– Sell
-20,000
Closed -$74K – 257
2020
Q3 		$74K Buy
+20,000
New +$84.4K 0.02% 158

Other funds holding OPK

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
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Norges Bank
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.