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Harvest Investment Services’s LSI Industries LYTS Stock Holding History

Harvest Investment Services’s Portfolio LYTS Stock Details LYTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-25,366
Closed -$319K – 173
2023
Q2 		$319K Buy
25,366
+6,849
+37% +$85.7K 0.18% 130
2023
Q1 		$258K Buy
+18,517
New +$256K 0.2% 105

Other funds holding LYTS

SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Harvest Investment Services's LYTS Position: Q3 2023 in Review

Harvest Investment Services sold out of LSI Industries (LYTS) in Q3 2023, closing a stake of 25,366 shares — an estimated $319K sold.

Harvest Investment Services first reported a position in LYTS in Q1 2023 and held it in 2 quarters. The position peaked at $319K in Q2 2023. 128 funds tracked by Wall St. Rank hold LYTS as of Q3 2023.

  • Harvest Investment Services reported no remaining LSI Industries position as of Q3 2023 after selling out during the quarter.
  • Harvest Investment Services sold 25,366 LSI Industries shares in Q3 2023, an estimated $319K.
  • Harvest Investment Services first reported a position in LSI Industries in Q1 2023 and held it in 2 quarters.
  • Harvest Investment Services's LSI Industries position peaked at $319K in Q2 2023.
  • 128 funds tracked by Wall St. Rank held LSI Industries as of Q3 2023.

Based on Harvest Investment Services's 13F filing for Q3 2023, filed 14 Nov 2023.