ERM
LMT icon

Elm Ridge Management’s Lockheed Martin LMT Stock Holding History

Elm Ridge Management’s Portfolio LMT Stock Details LMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-207,494
Closed -$37.9M – 40
2014
Q3 		$37.9M Buy
207,494
+30,885
+17% +$5.26M 4.93% 7
2014
Q2 		$28.4M Sell
176,609
-5,232
-3% -$851K 3.63% 10
2014
Q1 		$29.7M Buy
181,841
+17,282
+11% +$2.71M 3.55% 10
2013
Q4 		$24.5M Sell
164,559
-41,332
-20% -$5.61M 3.08% 9
2013
Q3 		$26.3M Sell
205,891
-95,423
-32% -$11.6M 2.91% 9
2013
Q2 		$32.7M Buy
+301,314
New +$30.8M 3.85% 5

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Capital Research Global Investors
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Wellington Management Group
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Massachusetts Financial Services
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BIT
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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B 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