HFS
LGF.A

Heritage Financial Services’s Lions Gate Entertainment Corp. Class A Voting Shares LGF.A Stock Holding History

Heritage Financial Services’s Portfolio LGF.A Stock Details LGF.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-250
Closed -$2K – 529
2022
Q2 		$2K Buy
+250
New +$3.05K ﹤0.01% 427

Other funds holding LGF.A

MFM
MHR Fund Management New York $1.37B AUM 68.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return

Heritage Financial Services's LGF.A Position: Q3 2022 in Review

Heritage Financial Services sold out of Lions Gate Entertainment Corp. Class A Voting Shares (LGF.A) in Q3 2022, closing a stake of 250 shares — an estimated $2K sold.

Heritage Financial Services first reported a position in LGF.A in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 163 funds tracked by Wall St. Rank hold LGF.A as of Q3 2022.

  • Heritage Financial Services reported no remaining Lions Gate Entertainment Corp. Class A Voting Shares position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 250 Lions Gate Entertainment Corp. Class A Voting Shares shares in Q3 2022, an estimated $2K.
  • Heritage Financial Services first reported a position in Lions Gate Entertainment Corp. Class A Voting Shares in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Lions Gate Entertainment Corp. Class A Voting Shares position peaked at $2K in Q2 2022.
  • 163 funds tracked by Wall St. Rank held Lions Gate Entertainment Corp. Class A Voting Shares as of Q3 2022.

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