LDFR
XYZ

Lehman & Derafelo Financial Resources’s Block Inc XYZ Stock Holding History

Lehman & Derafelo Financial Resources’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,510
Closed -$245K – 277
2020
Q3 		$245K Buy
1,510
+100
+7% +$14.1K 0.08% 109
2020
Q2 		$148K Buy
+1,410
New +$108K 0.05% 128

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lehman & Derafelo Financial Resources's XYZ Position: Q4 2020 in Review

Lehman & Derafelo Financial Resources sold out of Block Inc (XYZ) in Q4 2020, closing a stake of 1,510 shares — an estimated $245K sold.

Lehman & Derafelo Financial Resources first reported a position in XYZ in Q2 2020 and held it in 2 quarters. The position peaked at $245K in Q3 2020. 1,241 funds tracked by Wall St. Rank hold XYZ as of Q4 2020.

  • Lehman & Derafelo Financial Resources reported no remaining Block Inc position as of Q4 2020 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 1,510 Block Inc shares in Q4 2020, an estimated $245K.
  • Lehman & Derafelo Financial Resources first reported a position in Block Inc in Q2 2020 and held it in 2 quarters.
  • Lehman & Derafelo Financial Resources's Block Inc position peaked at $245K in Q3 2020.
  • 1,241 funds tracked by Wall St. Rank held Block Inc as of Q4 2020.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2020, filed 20 Jan 2021.