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McKinley Carter Wealth Services’s L3Harris LHX Stock Holding History

McKinley Carter Wealth Services’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
2022
Q2 		– Sell
-920
Closed -$228K – 296
2022
Q1 		$228K Sell
920
-238
-21% -$55.4K 0.02% 271
2021
Q4 		$247K Sell
1,158
-19
-2% -$4.21K 0.02% 267
2021
Q3 		$259K Buy
1,177
+117
+11% +$26.6K 0.02% 255
2021
Q2 		$229K Buy
1,060
+1
+0.1% +$215 0.02% 266
2021
Q1 		$215K Sell
1,059
-17
-2% -$3.19K 0.02% 275
2020
Q4 		$203K Buy
+1,076
New +$197K 0.03% 258

Other funds holding LHX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

McKinley Carter Wealth Services's LHX Position: Q2 2022 in Review

McKinley Carter Wealth Services sold out of L3Harris (LHX) in Q2 2022, closing a stake of 920 shares — an estimated $228K sold.

McKinley Carter Wealth Services first reported a position in LHX in Q4 2020 and held it in 6 quarters. The position peaked at $259K in Q3 2021. 1,201 funds tracked by Wall St. Rank hold LHX as of Q2 2022.

  • McKinley Carter Wealth Services reported no remaining L3Harris position as of Q2 2022 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 920 L3Harris shares in Q2 2022, an estimated $228K.
  • McKinley Carter Wealth Services first reported a position in L3Harris in Q4 2020 and held it in 6 quarters.
  • McKinley Carter Wealth Services's L3Harris position peaked at $259K in Q3 2021.
  • 1,201 funds tracked by Wall St. Rank held L3Harris as of Q2 2022.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2022, filed 15 Jul 2022.