Lumature Wealth Partners’s L3Harris LHX Stock Holding History

Lumature Wealth Partners’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 Q2	$1.43M	Buy	7,316 +73	+1%	+$14K	0.85%	28
2023 Q1	$1.42M	Buy	7,243 +79	+1%	+$16.2K	0.8%	28
2022 Q4	$1.49M	Buy	7,164 +1,269	+22%	+$286K	0.83%	29
2022 Q3	$1.23M	Sell	5,895 -190	-3%	-$43.8K	0.66%	31
2022 Q2	$1.47M	Hold	6,085	–	–	0.66%	31
2022 Q1	$1.51M	Sell	6,085 -615	-9%	-$143K	0.61%	35
2021 Q4	$1.43M	Sell	6,700 -100	-1%	-$22.2K	0.56%	35
2021 Q3	$1.5M	Hold	6,800	–	–	0.61%	31
2021 Q2	$1.47M	Sell	6,800 -150	-2%	-$32.3K	0.61%	33
2021 Q1	$1.41M	Sell	6,950 -2,520	-27%	-$473K	0.74%	31
2020 Q4	$1.79M	Buy	+9,470	New	+$1.73M	1.69%	11

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

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

Lumature Wealth Partners's LHX Position: Q2 2023 in Review

Lumature Wealth Partners increased its L3Harris (LHX) stake by 1% in Q2 2023, buying an estimated $14K and bringing the position to 7,316 shares worth $1.43M. The position accounts for 0.85% of the portfolio, ranked #28.

Lumature Wealth Partners first reported a position in LHX in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.79M in Q4 2020. 1,184 funds tracked by Wall St. Rank hold LHX as of Q2 2023.

Lumature Wealth Partners held 7,316 shares of L3Harris worth $1.43M as of Q2 2023.
Lumature Wealth Partners bought 73 L3Harris shares in Q2 2023, an estimated $14K.
L3Harris made up 0.85% of Lumature Wealth Partners's portfolio in Q2 2023, its #28 holding.
Lumature Wealth Partners first reported a position in L3Harris in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's L3Harris position peaked at $1.79M in Q4 2020.
1,184 funds tracked by Wall St. Rank held L3Harris as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.