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Heron Financial Group’s Leidos LDOS Stock Holding History

Heron Financial Group’s Portfolio LDOS Stock Details LDOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-3,475
Closed -$305K – 129
2020
Q2 		$305K Sell
3,475
-53
-2% -$5.22K 0.27% 87
2020
Q1 		$337K Sell
3,528
-427
-11% -$43.1K 0.35% 71
2019
Q4 		$444K Buy
+3,955
New +$349K 0.37% 68

Other funds holding LDOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heron Financial Group's LDOS Position: Q3 2020 in Review

Heron Financial Group sold out of Leidos (LDOS) in Q3 2020, closing a stake of 3,475 shares — an estimated $305K sold.

Heron Financial Group first reported a position in LDOS in Q4 2019 and held it in 3 quarters. The position peaked at $444K in Q4 2019. 552 funds tracked by Wall St. Rank hold LDOS as of Q3 2020.

  • Heron Financial Group reported no remaining Leidos position as of Q3 2020 after selling out during the quarter.
  • Heron Financial Group sold 3,475 Leidos shares in Q3 2020, an estimated $305K.
  • Heron Financial Group first reported a position in Leidos in Q4 2019 and held it in 3 quarters.
  • Heron Financial Group's Leidos position peaked at $444K in Q4 2019.
  • 552 funds tracked by Wall St. Rank held Leidos as of Q3 2020.

Based on Heron Financial Group's 13F filing for Q3 2020, filed 15 Oct 2020.