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Heritage Wealth Management (Arizona)’s Littelfuse LFUS Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio LFUS Stock Details LFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$13.7K Buy
62
+31
+100% +$6.92K ﹤0.01% 728
2022
Q3 		$6K Hold
31
– – ﹤0.01% 734
2022
Q2 		$7.88K Hold
31
– – ﹤0.01% 701
2022
Q1 		$8K Buy
+31
New +$8.23K ﹤0.01% 738
2021
Q3 		$8K Hold
31
– – ﹤0.01% 679
2021
Q2 		$8K Sell
31
-4
-11% -$1.04K ﹤0.01% 688
2021
Q1 		$9K Buy
+35
New +$9.32K 0.01% 587

Other funds holding LFUS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s LFUS Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Littelfuse (LFUS) stake by 100% in Q4 2022, buying an estimated $6.92K and bringing the position to 62 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Heritage Wealth Management (Arizona) first reported a position in LFUS in Q1 2021 and has held it in 7 quarters since. 358 funds tracked by Wall St. Rank hold LFUS as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 62 shares of Littelfuse worth $13.7K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 31 Littelfuse shares in Q4 2022, an estimated $6.92K.
  • Littelfuse made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #728 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Littelfuse in Q1 2021 and has held it in 7 quarters since.
  • 358 funds tracked by Wall St. Rank held Littelfuse as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.