SAXON WOODS ADVISORS LLC LEH β€” Lehman Brothers Holdings Inc COM

Ownership history in SAXON WOODS ADVISORS LLC  Β·  8 quarters on record

AI Ownership Summary

SAXON WOODS ADVISORS LLC reported Lehman Brothers Holdings Inc COM (LEH) in 8 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LEH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SAXON WOODS ADVISORS LLC's position in Lehman Brothers Holdings Inc COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
β€”

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
β€”

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
8 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SAXON WOODS ADVISORS LLC held LEH β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding LEH

As of 2022 Q4 β€” sorted by position size

ATALANTA SOSNOFF CAPITAL, LLC 3Y 7Y 0.0%

FAQ About SAXON WOODS ADVISORS LLC and LEH

These are the practical questions this page is built to answer before you even open the full history table.

How long has SAXON WOODS ADVISORS LLC reported owning LEH?

SAXON WOODS ADVISORS LLC reported LEH across 0 quarterly 13F filings.

What was the largest reported LEH position in SAXON WOODS ADVISORS LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for LEH in SAXON WOODS ADVISORS LLC.

What is the latest reported LEH position on this page?

The most recent filing on this page is 2003 Q1, when SAXON WOODS ADVISORS LLC reported 23,190 shares, equal to 0.55% of portfolio, with an estimated market value of $1.3M.

What does the chart on this LEH ownership page compare?

The chart compares SAXON WOODS ADVISORS LLC's quarterly LEH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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