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Lehman Financial Resources’s Ford F Stock Holding History

Lehman Financial Resources’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$650K Sell
70,335
-2,200
-3% -$22K 0.3% 44
2018
Q2 		$802K Sell
72,535
-2,400
-3% -$27.5K 0.4% 38
2018
Q1 		$830K Buy
74,935
+400
+0.5% +$4.51K 0.43% 37
2017
Q4 		$930K Buy
74,535
+900
+1% +$11.1K 0.48% 35
2017
Q3 		$881K Sell
73,635
-3,163
-4% -$35.7K 0.45% 37
2017
Q2 		$857K Buy
76,798
+6,550
+9% +$73.1K 0.48% 34
2017
Q1 		$817K Sell
70,248
-75,600
-52% -$939K 0.45% 33
2016
Q4 		$1.77M Sell
145,848
-800
-0.5% -$9.7K 1.01% 27
2016
Q3 		$1.77M Buy
146,648
+1,900
+1% +$24K 1.02% 28
2016
Q2 		$1.82M Sell
144,748
-1,900
-1% -$25K 0.91% 28
2016
Q1 		$1.98M Buy
146,648
+200
+0.1% +$2.52K 1.06% 29
2015
Q4 		$2.06M Buy
146,448
+1,642
+1% +$23.8K 1.11% 27
2015
Q3 		$1.97M Buy
144,806
+137,757
+1,954% +$1.97M 1% 27
2015
Q2 		$105K Sell
7,049
-1,895
-21% -$29.4K 0.05% 92
2015
Q1 		$144K Buy
8,944
+405
+5% +$6.39K 0.07% 78
2014
Q4 		$132K Buy
8,539
+2,139
+33% +$31.5K 0.06% 80
2014
Q3 		$95K Sell
6,400
-45,499
-88% -$777K 0.05% 99
2014
Q2 		$895K Buy
51,899
+1,800
+4% +$29.3K 0.43% 39
2014
Q1 		$782K Buy
50,099
+41,900
+511% +$648K 0.4% 37
2013
Q4 		$127K Buy
8,199
+1,700
+26% +$28.5K 0.08% 73
2013
Q3 		$110K Buy
6,499
+4,897
+306% +$82.7K 0.07% 73
2013
Q2 		$25K Buy
+1,602
New +$23K 0.02% 153

Other funds holding F

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lehman Financial Resources's F Position: Q3 2018 in Review

Lehman Financial Resources reduced its Ford (F) stake by 3% in Q3 2018, selling an estimated $22K and leaving 70,335 shares worth $650K. The position accounts for 0.3% of the portfolio, ranked #44.

Lehman Financial Resources first reported a position in F in Q2 2013 and has held it in 22 quarters since. The position peaked at $2.06M in Q4 2015. 1,119 funds tracked by Wall St. Rank hold F as of Q3 2018.

  • Lehman Financial Resources held 70,335 shares of Ford worth $650K as of Q3 2018.
  • Lehman Financial Resources sold 2,200 Ford shares in Q3 2018, an estimated $22K.
  • Ford made up 0.3% of Lehman Financial Resources's portfolio in Q3 2018, its #44 holding.
  • Lehman Financial Resources first reported a position in Ford in Q2 2013 and has held it in 22 quarters since.
  • Lehman Financial Resources's Ford position peaked at $2.06M in Q4 2015.
  • 1,119 funds tracked by Wall St. Rank held Ford as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.