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Lehman & Derafelo Financial Resources’s Peloton Interactive PTON Stock Holding History

Lehman & Derafelo Financial Resources’s Portfolio PTON Stock Details PTON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,827
Closed -$227K – 215
2021
Q2 		$227K Hold
1,827
– – 0.06% 109
2021
Q1 		$205K Buy
1,827
+100
+6% +$13.3K 0.06% 118
2020
Q4 		$262K Buy
+1,727
New +$210K 0.08% 95

Other funds holding PTON

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Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Lehman & Derafelo Financial Resources sold out of Peloton Interactive (PTON) in Q3 2021, closing a stake of 1,827 shares — an estimated $227K sold.

Lehman & Derafelo Financial Resources first reported a position in PTON in Q4 2020 and held it in 3 quarters. The position peaked at $262K in Q4 2020. 640 funds tracked by Wall St. Rank hold PTON as of Q3 2021.

  • Lehman & Derafelo Financial Resources reported no remaining Peloton Interactive position as of Q3 2021 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 1,827 Peloton Interactive shares in Q3 2021, an estimated $227K.
  • Lehman & Derafelo Financial Resources first reported a position in Peloton Interactive in Q4 2020 and held it in 3 quarters.
  • Lehman & Derafelo Financial Resources's Peloton Interactive position peaked at $262K in Q4 2020.
  • 640 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2021.

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