Herold Advisors’s L3Harris LHX Stock Holding History

Herold Advisors’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
2023 Q1	–	Sell	-4,305	Closed	-$896K	–	236
2022 Q4	$896K	Hold	4,305	–	–	0.38%	83
2022 Q3	$894K	Hold	4,305	–	–	0.43%	80
2022 Q2	$1.04M	Hold	4,305	–	–	0.46%	73
2022 Q1	$1.07M	Hold	4,305	–	–	0.38%	83
2021 Q4	$917K	Hold	4,305	–	–	0.36%	89
2021 Q3	$948K	Buy	+4,305	New	+$979K	0.37%	80

Other funds holding LHX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Herold Advisors's LHX Position: Q1 2023 in Review

Herold Advisors sold out of L3Harris (LHX) in Q1 2023, closing a stake of 4,305 shares — an estimated $896K sold.

Herold Advisors first reported a position in LHX in Q3 2021 and held it in 6 quarters. The position peaked at $1.07M in Q1 2022. 1,210 funds tracked by Wall St. Rank hold LHX as of Q1 2023.

Herold Advisors reported no remaining L3Harris position as of Q1 2023 after selling out during the quarter.
Herold Advisors sold 4,305 L3Harris shares in Q1 2023, an estimated $896K.
Herold Advisors first reported a position in L3Harris in Q3 2021 and held it in 6 quarters.
Herold Advisors's L3Harris position peaked at $1.07M in Q1 2022.
1,210 funds tracked by Wall St. Rank held L3Harris as of Q1 2023.

Based on Herold Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.