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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
2020
Q4 		– Sell
-10,000
Closed -$575K – 262
2020
Q3 		$575K Sell
10,000
-10,000
-50% -$609K 0.18% 73
2020
Q2 		$1.23M Buy
+20,000
New +$1.25M 0.43% 47

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.