Lehman & Derafelo Financial Resources’s Plains All American Pipeline PAA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$164K	Hold	13,984	–	–	0.05%	107
2022 Q3	$147K	Buy	13,984 +389	+3%	+$4.34K	0.05%	99
2022 Q2	$134K	Hold	13,595	–	–	0.04%	105
2022 Q1	$146K	Hold	13,595	–	–	0.04%	109
2021 Q4	$127K	Hold	13,595	–	–	0.04%	108
2021 Q3	$138K	Buy	13,595 +2,930	+27%	+$29.1K	0.04%	110
2021 Q2	$121K	Hold	10,665	–	–	0.03%	130
2021 Q1	$97K	Hold	10,665	–	–	0.03%	131
2020 Q4	$88K	Hold	10,665	–	–	0.03%	135
2020 Q3	$64K	Buy	+10,665	New	+$79.5K	0.02%	160

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

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

Lehman & Derafelo Financial Resources held its Plains All American Pipeline (PAA) position steady in Q4 2022 at 13,984 shares worth $164K. The position accounts for 0.05% of the portfolio, ranked #107.

Lehman & Derafelo Financial Resources first reported a position in PAA in Q3 2020 and has held it in 10 quarters since. 335 funds tracked by Wall St. Rank hold PAA as of Q4 2022.

Lehman & Derafelo Financial Resources held 13,984 shares of Plains All American Pipeline worth $164K as of Q4 2022.
Lehman & Derafelo Financial Resources left its Plains All American Pipeline share count unchanged in Q4 2022.
Plains All American Pipeline made up 0.05% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #107 holding.
Lehman & Derafelo Financial Resources first reported a position in Plains All American Pipeline in Q3 2020 and has held it in 10 quarters since.
335 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2022.

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