Halpern Financial’s L3Harris LHX Stock Holding History

Halpern Financial’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
2024 Q3	$8.56K	Hold	35	–	–	﹤0.01%	167
2024 Q2	$7.86K	Hold	35	–	–	﹤0.01%	164
2024 Q1	$7.15K	Hold	35	–	–	﹤0.01%	170
2023 Q4	$7.34K	Hold	35	–	–	﹤0.01%	191
2023 Q3	$6.09K	Hold	35	–	–	﹤0.01%	176
2023 Q2	$6.85K	Hold	35	–	–	﹤0.01%	188
2023 Q1	$6.87K	Hold	35	–	–	﹤0.01%	141
2022 Q4	$7.29K	Hold	35	–	–	﹤0.01%	145
2022 Q3	$7.27K	Hold	35	–	–	﹤0.01%	154
2022 Q2	$8.46K	Buy	+35	New	+$8.45K	﹤0.01%	173
2021 Q4	–	Sell	-41	Closed	-$8.96K	–	273
2021 Q3	$8.96K	Sell	41 -20	-33%	-$4.55K	﹤0.01%	185
2021 Q2	$13.1K	Hold	61	–	–	0.01%	133
2021 Q1	$12.3K	Sell	61 -40	-40%	-$7.5K	0.01%	126
2020 Q4	$19K	Sell	101 -10	-9%	-$1.83K	0.01%	88
2020 Q3	$18.8K	Buy	111 +10	+10%	+$1.75K	0.01%	83
2020 Q2	$17.1K	Sell	101 -36	-26%	-$6.77K	0.01%	79
2020 Q1	$24.6K	Hold	137	–	–	0.02%	61
2019 Q4	$27K	Buy	+137	New	+$27.5K	0.02%	75

Other funds holding LHX

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Halpern Financial's LHX Position: Q3 2024 in Review

Halpern Financial held its L3Harris (LHX) position steady in Q3 2024 at 35 shares worth $8.56K. The position accounts for ﹤0.01% of the portfolio, ranked #167.

Halpern Financial first reported a position in LHX in Q4 2019 and has held it in 18 quarters since. The position peaked at $27K in Q4 2019. 1,349 funds tracked by Wall St. Rank hold LHX as of Q3 2024.

Halpern Financial held 35 shares of L3Harris worth $8.56K as of Q3 2024.
Halpern Financial left its L3Harris share count unchanged in Q3 2024.
L3Harris made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #167 holding.
Halpern Financial first reported a position in L3Harris in Q4 2019 and has held it in 18 quarters since.
Halpern Financial's L3Harris position peaked at $27K in Q4 2019.
1,349 funds tracked by Wall St. Rank held L3Harris as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.