LDFR
XIFR

Lehman & Derafelo Financial Resources’s XPLR Infrastructure LP XIFR Stock Holding History

Lehman & Derafelo Financial Resources’s Portfolio XIFR Stock Details XIFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$25.2M Sell
359,102
-1,567
-0.4% -$117K 7.47% 3
2022
Q3 		$26.1M Sell
360,669
-311
-0.1% -$24.9K 8.22% 2
2022
Q2 		$26.8M Buy
360,980
+1,363
+0.4% +$97.8K 8.28% 2
2022
Q1 		$30M Buy
359,617
+2,972
+0.8% +$228K 8.33% 2
2021
Q4 		$30.1M Sell
356,645
-1,920
-0.5% -$161K 9.1% 2
2021
Q3 		$27M Sell
358,565
-72,304
-17% -$5.64M 8.78% 2
2021
Q2 		$32.9M Buy
430,869
+259
+0.1% +$18.5K 8.99% 2
2021
Q1 		$31.4M Sell
430,610
-10,368
-2% -$797K 8.81% 2
2020
Q4 		$29.6M Sell
440,978
-2,191
-0.5% -$141K 8.85% 2
2020
Q3 		$26.6M Sell
443,169
-500
-0.1% -$29.6K 8.45% 2
2020
Q2 		$22.8M Sell
443,669
-17,079
-4% -$827K 7.94% 2
2020
Q1 		$19.8M Buy
460,748
+10,269
+2% +$544K 8.24% 2
2019
Q4 		$23.7M Sell
450,479
-1,440
-0.3% -$74.9K 8.52% 2
2019
Q3 		$23.9M Sell
451,919
-2,650
-0.6% -$133K 9.13% 2
2019
Q2 		$22.5M Sell
454,569
-1,906
-0.4% -$88.4K 9.16% 2
2019
Q1 		$21.3M Buy
456,475
+4,233
+0.9% +$184K 9.19% 2
2018
Q4 		$19.5M Buy
+452,242
New +$20.6M 9.68% 2

Other funds holding XIFR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Lehman & Derafelo Financial Resources reduced its XPLR Infrastructure LP (XIFR) stake by 0.43% in Q4 2022, selling an estimated $117K and leaving 359,102 shares worth $25.2M. The position accounts for 7.47% of the portfolio, ranked #3.

Lehman & Derafelo Financial Resources first reported a position in XIFR in Q4 2018 and has held it in 17 quarters since. The position peaked at $32.9M in Q2 2021. 419 funds tracked by Wall St. Rank hold XIFR as of Q4 2022.

  • Lehman & Derafelo Financial Resources held 359,102 shares of XPLR Infrastructure LP worth $25.2M as of Q4 2022.
  • Lehman & Derafelo Financial Resources sold 1,567 XPLR Infrastructure LP shares in Q4 2022, an estimated $117K.
  • XPLR Infrastructure LP made up 7.47% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #3 holding.
  • Lehman & Derafelo Financial Resources first reported a position in XPLR Infrastructure LP in Q4 2018 and has held it in 17 quarters since.
  • Lehman & Derafelo Financial Resources's XPLR Infrastructure LP position peaked at $32.9M in Q2 2021.
  • 419 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q4 2022.

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