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Lehman Financial Resources’s Usg USG Stock Holding History

Lehman Financial Resources’s Portfolio USG Stock Details USG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,100
Closed -$29K – 415
2015
Q3 		$29K Hold
1,100
– – 0.01% 209
2015
Q2 		$30K Hold
1,100
– – 0.01% 216
2015
Q1 		$29K Hold
1,100
– – 0.01% 213
2014
Q4 		$31K Hold
1,100
– – 0.02% 189
2014
Q3 		$30K Buy
1,100
+1,000
+1,000% +$28.4K 0.02% 193
2014
Q2 		$3K Hold
100
– – ﹤0.01% 366
2014
Q1 		$3K Hold
100
– – ﹤0.01% 371
2013
Q4 		$3K Hold
100
– – ﹤0.01% 354
2013
Q3 		$3K Hold
100
– – ﹤0.01% 341
2013
Q2 		$2K Buy
+100
New +$2.6K ﹤0.01% 325

Other funds holding USG

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $863M AUM 17.57% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Lehman Financial Resources sold out of Usg (USG) in Q4 2015, closing a stake of 1,100 shares — an estimated $29K sold.

Lehman Financial Resources first reported a position in USG in Q2 2013 and held it in 10 quarters. The position peaked at $31K in Q4 2014. 226 funds tracked by Wall St. Rank hold USG as of Q4 2015.

  • Lehman Financial Resources reported no remaining Usg position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 1,100 Usg shares in Q4 2015, an estimated $29K.
  • Lehman Financial Resources first reported a position in Usg in Q2 2013 and held it in 10 quarters.
  • Lehman Financial Resources's Usg position peaked at $31K in Q4 2014.
  • 226 funds tracked by Wall St. Rank held Usg as of Q4 2015.

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