Lehman Financial Resources’s Visa V Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$713K	Buy	4,756 +56	+1%	+$7.96K	0.33%	42
2018 Q2	$622K	Hold	4,700	–	–	0.31%	44
2018 Q1	$562K	Sell	4,700 -4,000	-46%	-$485K	0.29%	46
2017 Q4	$991K	Hold	8,700	–	–	0.51%	33
2017 Q3	$915K	Sell	8,700 -500	-5%	-$50.7K	0.47%	35
2017 Q2	$868K	Hold	9,200	–	–	0.49%	33
2017 Q1	$817K	Hold	9,200	–	–	0.45%	34
2016 Q4	$717K	Buy	9,200 +4,150	+82%	+$334K	0.41%	34
2016 Q3	$417K	Hold	5,050	–	–	0.24%	43
2016 Q2	$374K	Sell	5,050 -150	-3%	-$11.7K	0.19%	42
2016 Q1	$397K	Hold	5,200	–	–	0.21%	44
2015 Q4	$403K	Buy	5,200 +4,500	+643%	+$349K	0.22%	39
2015 Q3	$48K	Buy	700 +300	+75%	+$21.4K	0.02%	148
2015 Q2	$26K	Hold	400	–	–	0.01%	228
2015 Q1	$26K	Hold	400	–	–	0.01%	221
2014 Q4	$26K	Hold	400	–	–	0.01%	208
2014 Q3	$21K	Hold	400	–	–	0.01%	235
2014 Q2	$21K	Hold	400	–	–	0.01%	231
2014 Q1	$22K	Hold	400	–	–	0.01%	213
2013 Q4	$22K	Hold	400	–	–	0.01%	210
2013 Q3	$19K	Hold	400	–	–	0.01%	215
2013 Q2	$18K	Buy	+400	New	+$17.5K	0.01%	189

Other funds holding V

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Lehman Financial Resources increased its Visa (V) stake by 1.2% in Q3 2018, buying an estimated $7.96K and bringing the position to 4,756 shares worth $713K. The position accounts for 0.33% of the portfolio, ranked #42.

Lehman Financial Resources first reported a position in V in Q2 2013 and has held it in 22 quarters since. The position peaked at $991K in Q4 2017. 2,146 funds tracked by Wall St. Rank hold V as of Q3 2018.

Lehman Financial Resources held 4,756 shares of Visa worth $713K as of Q3 2018.
Lehman Financial Resources bought 56 Visa shares in Q3 2018, an estimated $7.96K.
Visa made up 0.33% of Lehman Financial Resources's portfolio in Q3 2018, its #42 holding.
Lehman Financial Resources first reported a position in Visa in Q2 2013 and has held it in 22 quarters since.
Lehman Financial Resources's Visa position peaked at $991K in Q4 2017.
2,146 funds tracked by Wall St. Rank held Visa as of Q3 2018.

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