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Lehman & Derafelo Financial Resources’s AT&T T Stock Holding History

Lehman & Derafelo Financial Resources’s Portfolio T Stock Details T Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$358K Sell
19,430
-1,543
-7% -$27.6K 0.11% 75
2022
Q3 		$322K Sell
20,973
-1,200
-5% -$21.8K 0.1% 70
2022
Q2 		$465K Sell
22,173
-3,368
-13% -$67.2K 0.14% 60
2022
Q1 		$456K Sell
25,541
-4,507
-15% -$83.4K 0.13% 65
2021
Q4 		$558K Sell
30,048
-1,483
-5% -$27.7K 0.17% 57
2021
Q3 		$643K Sell
31,531
-4,353
-12% -$91.5K 0.21% 51
2021
Q2 		$780K Buy
35,884
+198
+0.6% +$4.5K 0.21% 55
2021
Q1 		$816K Sell
35,686
-8,369
-19% -$185K 0.23% 52
2020
Q4 		$957K Buy
44,055
+727
+2% +$15.7K 0.29% 52
2020
Q3 		$933K Buy
43,328
+10,453
+32% +$234K 0.3% 56
2020
Q2 		$751K Sell
32,875
-334
-1% -$7.61K 0.26% 63
2020
Q1 		$731K Buy
33,209
+477
+1% +$13K 0.3% 48
2019
Q4 		$966K Buy
32,732
+1,936
+6% +$55.9K 0.35% 47
2019
Q3 		$880K Buy
30,796
+2,930
+11% +$77.6K 0.34% 47
2019
Q2 		$722K Buy
27,866
+2,680
+11% +$64.3K 0.29% 48
2019
Q1 		$597K Sell
25,186
-662
-3% -$15.2K 0.26% 52
2018
Q4 		$557K Buy
+25,848
New +$602K 0.28% 47

Other funds holding T

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lehman & Derafelo Financial Resources's T Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources reduced its AT&T (T) stake by 7.4% in Q4 2022, selling an estimated $27.6K and leaving 19,430 shares worth $358K. The position accounts for 0.11% of the portfolio, ranked #75.

Lehman & Derafelo Financial Resources first reported a position in T in Q4 2018 and has held it in 17 quarters since. The position peaked at $966K in Q4 2019. 2,417 funds tracked by Wall St. Rank hold T as of Q4 2022.

  • Lehman & Derafelo Financial Resources held 19,430 shares of AT&T worth $358K as of Q4 2022.
  • Lehman & Derafelo Financial Resources sold 1,543 AT&T shares in Q4 2022, an estimated $27.6K.
  • AT&T made up 0.11% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #75 holding.
  • Lehman & Derafelo Financial Resources first reported a position in AT&T in Q4 2018 and has held it in 17 quarters since.
  • Lehman & Derafelo Financial Resources's AT&T position peaked at $966K in Q4 2019.
  • 2,417 funds tracked by Wall St. Rank held AT&T as of Q4 2022.

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