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Beverly Hills Private Wealth’s Leggett & Platt LEG Stock Holding History

Beverly Hills Private Wealth’s Portfolio LEG Stock Details LEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12,002
Closed -$362K – 313
2023
Q2 		$362K Buy
+12,002
New +$377K 0.06% 270

Other funds holding LEG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Beverly Hills Private Wealth's LEG Position: Q3 2023 in Review

Beverly Hills Private Wealth sold out of Leggett & Platt (LEG) in Q3 2023, closing a stake of 12,002 shares — an estimated $362K sold.

Beverly Hills Private Wealth first reported a position in LEG in Q2 2023 and held it in 1 quarter. The position peaked at $362K in Q2 2023. 378 funds tracked by Wall St. Rank hold LEG as of Q3 2023.

  • Beverly Hills Private Wealth reported no remaining Leggett & Platt position as of Q3 2023 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 12,002 Leggett & Platt shares in Q3 2023, an estimated $362K.
  • Beverly Hills Private Wealth first reported a position in Leggett & Platt in Q2 2023 and held it in 1 quarter.
  • Beverly Hills Private Wealth's Leggett & Platt position peaked at $362K in Q2 2023.
  • 378 funds tracked by Wall St. Rank held Leggett & Platt as of Q3 2023.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2023, filed 8 Nov 2023.