Lehman Financial Resources’s Opko Health OPK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$189K	Sell	54,800 -185,250	-77%	-$984K	0.09%	96
2018 Q2	$1.13M	Sell	240,050 -11,700	-5%	-$44.4K	0.57%	32
2018 Q1	$798K	Sell	251,750 -5,953	-2%	-$24K	0.41%	38
2017 Q4	$1.26M	Sell	257,703 -7,465	-3%	-$43.3K	0.66%	29
2017 Q3	$1.82M	Buy	265,168 +3,500	+1%	+$22.1K	0.93%	28
2017 Q2	$1.74M	Buy	261,668 +18,075	+7%	+$127K	0.98%	25
2017 Q1	$1.95M	Buy	243,593 +27,850	+13%	+$234K	1.08%	25
2016 Q4	$2.01M	Buy	215,743 +13,000	+6%	+$134K	1.14%	25
2016 Q3	$2.15M	Buy	202,743 +25,593	+14%	+$255K	1.24%	26
2016 Q2	$1.65M	Buy	177,150 +80,550	+83%	+$818K	0.83%	30
2016 Q1	$1M	Buy	96,600 +13,800	+17%	+$126K	0.54%	33
2015 Q4	$832K	Buy	82,800 +13,100	+19%	+$131K	0.45%	32
2015 Q3	$586K	Buy	69,700 +62,700	+896%	+$830K	0.3%	37
2015 Q2	$112K	Buy	7,000 +2,000	+40%	+$31.1K	0.05%	82
2015 Q1	$71K	Sell	5,000 -2,000	-29%	-$26K	0.03%	128
2014 Q4	$70K	Hold	7,000	–	–	0.03%	117
2014 Q3	$60K	Buy	7,000 +2,000	+40%	+$17.6K	0.03%	124
2014 Q2	$44K	Hold	5,000	–	–	0.02%	155
2014 Q1	$47K	Buy	5,000 +2,000	+67%	+$17.5K	0.02%	144
2013 Q4	$25K	Buy	+3,000	New	+$30.3K	0.02%	189

Other funds holding OPK

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

OIM

Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

Lehman Financial Resources reduced its Opko Health (OPK) stake by 77% in Q3 2018, selling an estimated $984K and leaving 54,800 shares worth $189K. The position accounts for 0.09% of the portfolio, ranked #96.

Lehman Financial Resources first reported a position in OPK in Q4 2013 and has held it in 20 quarters since. The position peaked at $2.15M in Q3 2016. 203 funds tracked by Wall St. Rank hold OPK as of Q3 2018.

Lehman Financial Resources held 54,800 shares of Opko Health worth $189K as of Q3 2018.
Lehman Financial Resources sold 185,250 Opko Health shares in Q3 2018, an estimated $984K.
Opko Health made up 0.09% of Lehman Financial Resources's portfolio in Q3 2018, its #96 holding.
Lehman Financial Resources first reported a position in Opko Health in Q4 2013 and has held it in 20 quarters since.
Lehman Financial Resources's Opko Health position peaked at $2.15M in Q3 2016.
203 funds tracked by Wall St. Rank held Opko Health as of Q3 2018.

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