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Lehman & Derafelo Financial Resources’s RTX Corp RTX Stock Holding History

Lehman & Derafelo Financial Resources’s Portfolio RTX Stock Details RTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$307K Sell
3,040
-93
-3% -$8.75K 0.09% 85
2022
Q3 		$256K Sell
3,133
-40
-1% -$3.62K 0.08% 83
2022
Q2 		$305K Buy
3,173
+79
+3% +$7.59K 0.09% 80
2022
Q1 		$306K Hold
3,094
– – 0.09% 82
2021
Q4 		$266K Buy
3,094
+18
+0.6% +$1.57K 0.08% 88
2021
Q3 		$264K Sell
3,076
-200
-6% -$17.1K 0.09% 83
2021
Q2 		$279K Buy
3,276
+50
+2% +$4.21K 0.08% 94
2021
Q1 		$249K Sell
3,226
-202
-6% -$14.7K 0.07% 101
2020
Q4 		$245K Hold
3,428
– – 0.07% 97
2020
Q3 		$197K Hold
3,428
– – 0.06% 131
2020
Q2 		$211K Sell
3,428
-421
-11% -$26.3K 0.07% 111
2020
Q1 		$228K Buy
+3,849
New +$326K 0.09% 81

Other funds holding RTX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lehman & Derafelo Financial Resources's RTX Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources reduced its RTX Corp (RTX) stake by 3% in Q4 2022, selling an estimated $8.75K and leaving 3,040 shares worth $307K. The position accounts for 0.09% of the portfolio, ranked #85.

Lehman & Derafelo Financial Resources first reported a position in RTX in Q1 2020 and has held it in 12 quarters since. 2,414 funds tracked by Wall St. Rank hold RTX as of Q4 2022.

  • Lehman & Derafelo Financial Resources held 3,040 shares of RTX Corp worth $307K as of Q4 2022.
  • Lehman & Derafelo Financial Resources sold 93 RTX Corp shares in Q4 2022, an estimated $8.75K.
  • RTX Corp made up 0.09% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #85 holding.
  • Lehman & Derafelo Financial Resources first reported a position in RTX Corp in Q1 2020 and has held it in 12 quarters since.
  • 2,414 funds tracked by Wall St. Rank held RTX Corp as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.