Luther King Capital Management (LKCM)
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Luther King Capital Management (LKCM)’s LXP Industrial Trust LXP Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio LXP Stock Details LXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-16,000
Closed -$730K – 614
2024
Q2 		$730K Sell
16,000
-4,181
-21% -$183K ﹤0.01% 438
2024
Q1 		$910K Buy
+20,181
New +$917K ﹤0.01% 413

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Luther King Capital Management (LKCM)'s LXP Position: Q3 2024 in Review

Luther King Capital Management (LKCM) sold out of LXP Industrial Trust (LXP) in Q3 2024, closing a stake of 16,000 shares — an estimated $730K sold.

Luther King Capital Management (LKCM) first reported a position in LXP in Q1 2024 and held it in 2 quarters. The position peaked at $910K in Q1 2024. 302 funds tracked by Wall St. Rank hold LXP as of Q3 2024.

  • Luther King Capital Management (LKCM) reported no remaining LXP Industrial Trust position as of Q3 2024 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 16,000 LXP Industrial Trust shares in Q3 2024, an estimated $730K.
  • Luther King Capital Management (LKCM) first reported a position in LXP Industrial Trust in Q1 2024 and held it in 2 quarters.
  • Luther King Capital Management (LKCM)'s LXP Industrial Trust position peaked at $910K in Q1 2024.
  • 302 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q3 2024.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q3 2024, filed 8 Nov 2024.