Lehman Financial Resources’s VivoSim Labs VIVS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$245K	Buy	890 +126	+16%	+$37.9K	0.11%	82
2018 Q2	$256K	Buy	764 +93	+14%	+$30.6K	0.13%	67
2018 Q1	$165K	Hold	671	–	–	0.08%	76
2017 Q4	$215K	Sell	671 -131	-16%	-$48.7K	0.11%	73
2017 Q3	$427K	Buy	802 +57	+8%	+$30.3K	0.22%	48
2017 Q2	$472K	Buy	745 +133	+22%	+$89.4K	0.27%	42
2017 Q1	$467K	Buy	612 +46	+8%	+$36.4K	0.26%	42
2016 Q4	$460K	Buy	566 +54	+11%	+$42.9K	0.26%	39
2016 Q3	$465K	Sell	512 -36	-7%	-$35.2K	0.27%	40
2016 Q2	$488K	Buy	548 +7	+1%	+$4.7K	0.24%	40
2016 Q1	$281K	Buy	541 +41	+8%	+$20.8K	0.15%	53
2015 Q4	$298K	Buy	500 +4	+0.8%	+$2.9K	0.16%	46
2015 Q3	$319K	Buy	496 +475	+2,262%	+$361K	0.16%	47
2015 Q2	$18K	Buy	+21	New	+$23.5K	0.01%	262

Other funds holding VIVS

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Lehman Financial Resources increased its VivoSim Labs (VIVS) stake by 16% in Q3 2018, buying an estimated $37.9K and bringing the position to 890 shares worth $245K. The position accounts for 0.11% of the portfolio, ranked #82.

Lehman Financial Resources first reported a position in VIVS in Q2 2015 and has held it in 14 quarters since. The position peaked at $488K in Q2 2016. 116 funds tracked by Wall St. Rank hold VIVS as of Q3 2018.

Lehman Financial Resources held 890 shares of VivoSim Labs worth $245K as of Q3 2018.
Lehman Financial Resources bought 126 VivoSim Labs shares in Q3 2018, an estimated $37.9K.
VivoSim Labs made up 0.11% of Lehman Financial Resources's portfolio in Q3 2018, its #82 holding.
Lehman Financial Resources first reported a position in VivoSim Labs in Q2 2015 and has held it in 14 quarters since.
Lehman Financial Resources's VivoSim Labs position peaked at $488K in Q2 2016.
116 funds tracked by Wall St. Rank held VivoSim Labs as of Q3 2018.

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