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Heritage Financial Services’s Leggett & Platt LEG Stock Holding History

Heritage Financial Services’s Portfolio LEG Stock Details LEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-375
Closed -$12K – 286
2022
Q2 		$12K Buy
+375
New +$13.7K 0.01% 291

Other funds holding LEG

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Heritage Financial Services's LEG Position: Q3 2022 in Review

Heritage Financial Services sold out of Leggett & Platt (LEG) in Q3 2022, closing a stake of 375 shares — an estimated $12K sold.

Heritage Financial Services first reported a position in LEG in Q2 2022 and held it in 1 quarter. The position peaked at $12K in Q2 2022. 418 funds tracked by Wall St. Rank hold LEG as of Q3 2022.

  • Heritage Financial Services reported no remaining Leggett & Platt position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 375 Leggett & Platt shares in Q3 2022, an estimated $12K.
  • Heritage Financial Services first reported a position in Leggett & Platt in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Leggett & Platt position peaked at $12K in Q2 2022.
  • 418 funds tracked by Wall St. Rank held Leggett & Platt as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.