Lehman Financial Resources’s McCormick & Company Non-Voting MKC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-600	Closed	-$24K	–	228
2015 Q3	$24K	Hold	600	–	–	0.01%	226
2015 Q2	$24K	Hold	600	–	–	0.01%	237
2015 Q1	$23K	Hold	600	–	–	0.01%	238
2014 Q4	$22K	Hold	600	–	–	0.01%	230
2014 Q3	$20K	Hold	600	–	–	0.01%	239
2014 Q2	$21K	Hold	600	–	–	0.01%	228
2014 Q1	$22K	Hold	600	–	–	0.01%	209
2013 Q4	$21K	Buy	+600	New	+$20.5K	0.01%	216

Other funds holding MKC

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lehman Financial Resources's MKC Position: Q4 2015 in Review

Lehman Financial Resources sold out of McCormick & Company Non-Voting (MKC) in Q4 2015, closing a stake of 600 shares — an estimated $24K sold.

Lehman Financial Resources first reported a position in MKC in Q4 2013 and held it in 8 quarters. The position peaked at $24K in Q3 2015. 603 funds tracked by Wall St. Rank hold MKC as of Q4 2015.

Lehman Financial Resources reported no remaining McCormick & Company Non-Voting position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 600 McCormick & Company Non-Voting shares in Q4 2015, an estimated $24K.
Lehman Financial Resources first reported a position in McCormick & Company Non-Voting in Q4 2013 and held it in 8 quarters.
Lehman Financial Resources's McCormick & Company Non-Voting position peaked at $24K in Q3 2015.
603 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.