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Lehman & Derafelo Financial Resources’s Sabre SABR Stock Holding History

Lehman & Derafelo Financial Resources’s Portfolio SABR Stock Details SABR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$462K Buy
74,752
+5,000
+7% +$27.9K 0.14% 66
2022
Q3 		$359K Buy
69,752
+25,000
+56% +$167K 0.11% 67
2022
Q2 		$261K Hold
44,752
– – 0.08% 86
2022
Q1 		$512K Buy
+44,752
New +$438K 0.14% 62

Other funds holding SABR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Lehman & Derafelo Financial Resources increased its Sabre (SABR) stake by 7.2% in Q4 2022, buying an estimated $27.9K and bringing the position to 74,752 shares worth $462K. The position accounts for 0.14% of the portfolio, ranked #66.

Lehman & Derafelo Financial Resources first reported a position in SABR in Q1 2022 and has held it in 4 quarters since. The position peaked at $512K in Q1 2022. 297 funds tracked by Wall St. Rank hold SABR as of Q4 2022.

  • Lehman & Derafelo Financial Resources held 74,752 shares of Sabre worth $462K as of Q4 2022.
  • Lehman & Derafelo Financial Resources bought 5,000 Sabre shares in Q4 2022, an estimated $27.9K.
  • Sabre made up 0.14% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #66 holding.
  • Lehman & Derafelo Financial Resources first reported a position in Sabre in Q1 2022 and has held it in 4 quarters since.
  • Lehman & Derafelo Financial Resources's Sabre position peaked at $512K in Q1 2022.
  • 297 funds tracked by Wall St. Rank held Sabre as of Q4 2022.

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