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Next Financial Group’s L3Harris LHX Stock Holding History

Next Financial Group’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
2021
Q4 		$222K Sell
1,038
-1,327
-56% -$294K 0.01% 853
2021
Q3 		$521K Sell
2,365
-477
-17% -$108K 0.04% 449
2021
Q2 		$615K Buy
2,842
+530
+23% +$114K 0.05% 388
2021
Q1 		$468K Buy
2,312
+126
+6% +$23.6K 0.04% 450
2020
Q4 		$413K Buy
2,186
+26
+1% +$4.76K 0.04% 443
2020
Q3 		$367K Buy
2,160
+570
+36% +$100K 0.04% 433
2020
Q2 		$270K Buy
1,590
+21
+1% +$3.95K 0.03% 451
2020
Q1 		$282K Buy
1,569
+1,322
+535% +$271K 0.04% 440
2019
Q4 		$49K Buy
247
+22
+10% +$4.41K 0.01% 1200
2019
Q3 		$47K Buy
+225
New +$46.1K 0.01% 1163
2017
Q1 		– Sell
-531
Closed -$54K – 2095
2016
Q4 		$54K Buy
531
+232
+78% +$22.9K 0.01% 933
2016
Q3 		$27K Buy
299
+285
+2,036% +$25.3K ﹤0.01% 1219
2016
Q2 		$1K Hold
14
– – ﹤0.01% 1667
2016
Q1 		$1K Sell
14
-124
-90% -$9.92K ﹤0.01% 1639
2015
Q4 		$11K Hold
138
– – ﹤0.01% 1142
2015
Q3 		$10K Buy
138
+137
+13,700% +$10.7K ﹤0.01% 1204
2015
Q2 		$0 Buy
+1
New +$79 ﹤0.01% 1902
2014
Q4 		– Sell
-642
Closed -$43K – 2145
2014
Q3 		$43K Hold
642
– – 0.01% 1025
2014
Q2 		$44K Buy
+642
New +$47.8K 0.02% 380

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Next Financial Group's LHX Position: Q4 2021 in Review

Next Financial Group reduced its L3Harris (LHX) stake by 56% in Q4 2021, selling an estimated $294K and leaving 1,038 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #853.

Next Financial Group first reported a position in LHX in Q2 2014 and has held it in 19 quarters since. The position peaked at $615K in Q2 2021. 1,207 funds tracked by Wall St. Rank hold LHX as of Q4 2021.

  • Next Financial Group held 1,038 shares of L3Harris worth $222K as of Q4 2021.
  • Next Financial Group sold 1,327 L3Harris shares in Q4 2021, an estimated $294K.
  • L3Harris made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #853 holding.
  • Next Financial Group first reported a position in L3Harris in Q2 2014 and has held it in 19 quarters since.
  • Next Financial Group's L3Harris position peaked at $615K in Q2 2021.
  • 1,207 funds tracked by Wall St. Rank held L3Harris as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.