Lucia Wealth Services’s Northrop Grumman NOC Stock Holding History

Lucia Wealth Services’s Portfolio NOC Stock Details NOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$707K	Buy	2,242 +172	+8%	+$56.1K	0.17%	95
2020 Q2	$636K	Sell	2,070 -32	-2%	-$10.5K	0.17%	96
2020 Q1	$636K	Buy	2,102 +1,866	+791%	+$649K	0.21%	87
2019 Q4	$81K	Buy	+236	New	+$83K	0.02%	139
2019 Q1	–	Sell	-19	Closed	-$5K	–	199
2018 Q4	$5K	Hold	19	–	–	﹤0.01%	167
2018 Q3	$6K	Hold	19	–	–	﹤0.01%	212
2018 Q2	$6K	Hold	19	–	–	﹤0.01%	194
2018 Q1	$7K	Sell	19 -1,082	-98%	-$362K	﹤0.01%	188
2017 Q4	$338K	Buy	+1,101	New	+$331K	0.15%	102

Other funds holding NOC

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lucia Wealth Services's NOC Position: Q3 2020 in Review

Lucia Wealth Services increased its Northrop Grumman (NOC) stake by 8.3% in Q3 2020, buying an estimated $56.1K and bringing the position to 2,242 shares worth $707K. The position accounts for 0.17% of the portfolio, ranked #95.

Lucia Wealth Services first reported a position in NOC in Q4 2017 and has held it in 9 quarters since. 1,141 funds tracked by Wall St. Rank hold NOC as of Q3 2020.

Lucia Wealth Services held 2,242 shares of Northrop Grumman worth $707K as of Q3 2020.
Lucia Wealth Services bought 172 Northrop Grumman shares in Q3 2020, an estimated $56.1K.
Northrop Grumman made up 0.17% of Lucia Wealth Services's portfolio in Q3 2020, its #95 holding.
Lucia Wealth Services first reported a position in Northrop Grumman in Q4 2017 and has held it in 9 quarters since.
1,141 funds tracked by Wall St. Rank held Northrop Grumman as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.