Lehman & Derafelo Financial Resources’s VanEck Semiconductor ETF SMH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-94	Closed	-$9K	–	177
2022 Q3	$9K	Hold	94	–	–	﹤0.01%	169
2022 Q2	$10K	Buy	+94	New	+$10.9K	﹤0.01%	172
2021 Q4	–	Sell	-94	Closed	-$12K	–	175
2021 Q3	$12K	Hold	94	–	–	﹤0.01%	164
2021 Q2	$12K	Hold	94	–	–	﹤0.01%	191
2021 Q1	$11K	Hold	94	–	–	﹤0.01%	192
2020 Q4	$10K	Hold	94	–	–	﹤0.01%	191
2020 Q3	$8K	Hold	94	–	–	﹤0.01%	236
2020 Q2	$7K	Hold	94	–	–	﹤0.01%	228
2020 Q1	$5K	Hold	94	–	–	﹤0.01%	177
2019 Q4	$7K	Buy	94 +2	+2%	+$131	﹤0.01%	182
2019 Q3	$5K	Hold	92	–	–	﹤0.01%	176
2019 Q2	$5K	Hold	92	–	–	﹤0.01%	168
2019 Q1	$5K	Hold	92	–	–	﹤0.01%	167
2018 Q4	$4K	Buy	+92	New	+$4.32K	﹤0.01%	162

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Lehman & Derafelo Financial Resources sold out of VanEck Semiconductor ETF (SMH) in Q4 2022, closing a stake of 94 shares — an estimated $9K sold.

Lehman & Derafelo Financial Resources first reported a position in SMH in Q4 2018 and held it in 14 quarters. The position peaked at $12K in Q3 2021. 430 funds tracked by Wall St. Rank hold SMH as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining VanEck Semiconductor ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 94 VanEck Semiconductor ETF shares in Q4 2022, an estimated $9K.
Lehman & Derafelo Financial Resources first reported a position in VanEck Semiconductor ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's VanEck Semiconductor ETF position peaked at $12K in Q3 2021.
430 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2022.

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