Lehman Financial Resources’s Meta Platforms (Facebook) META Stock Holding History

Lehman Financial Resources’s Portfolio META Stock Details META Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$570K	Buy	3,467 +30	+0.9%	+$5.43K	0.27%	51
2018 Q2	$667K	Buy	3,437 +500	+17%	+$90.4K	0.34%	41
2018 Q1	$469K	Sell	2,937 -790	-21%	-$142K	0.24%	50
2017 Q4	$657K	Buy	3,727 +1,702	+84%	+$301K	0.34%	41
2017 Q3	$346K	Buy	2,025 +10	+0.5%	+$1.67K	0.18%	51
2017 Q2	$304K	Buy	2,015 +115	+6%	+$17.1K	0.17%	50
2017 Q1	$269K	Buy	+1,900	New	+$254K	0.15%	52
2015 Q4	–	Sell	-1,012	Closed	-$90K	–	226
2015 Q3	$90K	Buy	1,012 +100	+11%	+$9.18K	0.05%	102
2015 Q2	$78K	Buy	912 +100	+12%	+$8.17K	0.04%	119
2015 Q1	$67K	Hold	812	–	–	0.03%	133
2014 Q4	$63K	Hold	812	–	–	0.03%	124
2014 Q3	$64K	Hold	812	–	–	0.03%	118
2014 Q2	$55K	Sell	812 -50	-6%	-$3.08K	0.03%	131
2014 Q1	$52K	Buy	862 +50	+6%	+$3.17K	0.03%	133
2013 Q4	$44K	Buy	812 +200	+33%	+$10K	0.03%	140
2013 Q3	$31K	Hold	612	–	–	0.02%	158
2013 Q2	$15K	Buy	+612	New	+$15.7K	0.01%	204

Other funds holding META

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Lehman Financial Resources increased its Meta Platforms (Facebook) (META) stake by 0.87% in Q3 2018, buying an estimated $5.43K and bringing the position to 3,467 shares worth $570K. The position accounts for 0.27% of the portfolio, ranked #51.

Lehman Financial Resources first reported a position in META in Q2 2013 and has held it in 17 quarters since. The position peaked at $667K in Q2 2018. 2,257 funds tracked by Wall St. Rank hold META as of Q3 2018.

Lehman Financial Resources held 3,467 shares of Meta Platforms (Facebook) worth $570K as of Q3 2018.
Lehman Financial Resources bought 30 Meta Platforms (Facebook) shares in Q3 2018, an estimated $5.43K.
Meta Platforms (Facebook) made up 0.27% of Lehman Financial Resources's portfolio in Q3 2018, its #51 holding.
Lehman Financial Resources first reported a position in Meta Platforms (Facebook) in Q2 2013 and has held it in 17 quarters since.
Lehman Financial Resources's Meta Platforms (Facebook) position peaked at $667K in Q2 2018.
2,257 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2018.

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