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Heritage Financial Services’s L3Harris LHX Stock Holding History

Heritage Financial Services’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
2022
Q3 		– Sell
-336
Closed -$81K – 287
2022
Q2 		$81K Buy
+336
New +$81.1K 0.05% 125

Other funds holding LHX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Heritage Financial Services sold out of L3Harris (LHX) in Q3 2022, closing a stake of 336 shares — an estimated $81K sold.

Heritage Financial Services first reported a position in LHX in Q2 2022 and held it in 1 quarter. The position peaked at $81K in Q2 2022. 1,183 funds tracked by Wall St. Rank hold LHX as of Q3 2022.

  • Heritage Financial Services reported no remaining L3Harris position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 336 L3Harris shares in Q3 2022, an estimated $81K.
  • Heritage Financial Services first reported a position in L3Harris in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's L3Harris position peaked at $81K in Q2 2022.
  • 1,183 funds tracked by Wall St. Rank held L3Harris as of Q3 2022.

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