Lehman & Derafelo Financial Resources’s Washington Trust Bancorp WASH Stock Holding History

Lehman & Derafelo Financial Resources’s Portfolio WASH Stock Details WASH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$408K	Hold	8,647	–	–	0.12%	68
2022 Q3	$407K	Hold	8,647	–	–	0.13%	64
2022 Q2	$423K	Hold	8,647	–	–	0.13%	65
2022 Q1	$459K	Hold	8,647	–	–	0.13%	63
2021 Q4	$487K	Hold	8,647	–	–	0.15%	61
2021 Q3	$458K	Hold	8,647	–	–	0.15%	65
2021 Q2	$444K	Sell	8,647 -1,000	-10%	-$52.7K	0.12%	73
2021 Q1	$498K	Sell	9,647 -11,648	-55%	-$565K	0.14%	65
2020 Q4	$954K	Hold	21,295	–	–	0.29%	53
2020 Q3	$653K	Hold	21,295	–	–	0.21%	68
2020 Q2	$697K	Hold	21,295	–	–	0.24%	66
2020 Q1	$779K	Hold	21,295	–	–	0.32%	47
2019 Q4	$1.15M	Hold	21,295	–	–	0.41%	42
2019 Q3	$1.03M	Hold	21,295	–	–	0.39%	44
2019 Q2	$1.12M	Hold	21,295	–	–	0.46%	40
2019 Q1	$1.02M	Buy	+21,295	New	+$1.09M	0.44%	38

Other funds holding WASH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $2.96B AUM 22.49% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Lehman & Derafelo Financial Resources held its Washington Trust Bancorp (WASH) position steady in Q4 2022 at 8,647 shares worth $408K. The position accounts for 0.12% of the portfolio, ranked #68.

Lehman & Derafelo Financial Resources first reported a position in WASH in Q1 2019 and has held it in 16 quarters since. The position peaked at $1.15M in Q4 2019. 144 funds tracked by Wall St. Rank hold WASH as of Q4 2022.

Lehman & Derafelo Financial Resources held 8,647 shares of Washington Trust Bancorp worth $408K as of Q4 2022.
Lehman & Derafelo Financial Resources left its Washington Trust Bancorp share count unchanged in Q4 2022.
Washington Trust Bancorp made up 0.12% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #68 holding.
Lehman & Derafelo Financial Resources first reported a position in Washington Trust Bancorp in Q1 2019 and has held it in 16 quarters since.
Lehman & Derafelo Financial Resources's Washington Trust Bancorp position peaked at $1.15M in Q4 2019.
144 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q4 2022.

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