Halpern Financial’s LXP Industrial Trust LXP Stock Holding History

Halpern Financial’s Portfolio LXP Stock Details LXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-13	Closed	-$687	–	271
2022 Q2	$687	Buy	+13	New	+$782	﹤0.01%	293

Other funds holding LXP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Halpern Financial's LXP Position: Q3 2022 in Review

Halpern Financial sold out of LXP Industrial Trust (LXP) in Q3 2022, closing a stake of 13 shares — an estimated $687 sold.

Halpern Financial first reported a position in LXP in Q2 2022 and held it in 1 quarter. The position peaked at $687 in Q2 2022. 277 funds tracked by Wall St. Rank hold LXP as of Q3 2022.

Halpern Financial reported no remaining LXP Industrial Trust position as of Q3 2022 after selling out during the quarter.
Halpern Financial sold 13 LXP Industrial Trust shares in Q3 2022, an estimated $687.
Halpern Financial first reported a position in LXP Industrial Trust in Q2 2022 and held it in 1 quarter.
Halpern Financial's LXP Industrial Trust position peaked at $687 in Q2 2022.
277 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.