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Capstone Financial Group’s L3Harris LHX Stock Holding History

Capstone Financial Group’s Portfolio LHX Stock Details LHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$302K Buy
1,736
+71
+4% +$12.5K 0.23% 68
2020
Q2 		$279K Sell
1,665
-68
-4% -$12.8K 0.23% 61
2020
Q1 		$312K Sell
1,733
-36
-2% -$7.38K 0.32% 52
2019
Q4 		$350K Buy
+1,769
New +$355K 0.34% 51

Other funds holding LHX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Capstone Financial Group's LHX Position: Q3 2020 in Review

Capstone Financial Group increased its L3Harris (LHX) stake by 4.3% in Q3 2020, buying an estimated $12.5K and bringing the position to 1,736 shares worth $302K. The position accounts for 0.23% of the portfolio, ranked #68.

Capstone Financial Group first reported a position in LHX in Q4 2019 and has held it in 4 quarters since. The position peaked at $350K in Q4 2019. 1,042 funds tracked by Wall St. Rank hold LHX as of Q3 2020.

  • Capstone Financial Group held 1,736 shares of L3Harris worth $302K as of Q3 2020.
  • Capstone Financial Group bought 71 L3Harris shares in Q3 2020, an estimated $12.5K.
  • L3Harris made up 0.23% of Capstone Financial Group's portfolio in Q3 2020, its #68 holding.
  • Capstone Financial Group first reported a position in L3Harris in Q4 2019 and has held it in 4 quarters since.
  • Capstone Financial Group's L3Harris position peaked at $350K in Q4 2019.
  • 1,042 funds tracked by Wall St. Rank held L3Harris as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.