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Norris Financial Group’s LXP Industrial Trust LXP Stock Holding History

Norris Financial Group’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
-2,000
Closed -$91.2K – 82
2024
Q2 		$91.2K Hold
2,000
– – 0.05% 76
2024
Q1 		$90.2K Hold
2,000
– – 0.05% 72
2023
Q4 		$99.2K Hold
2,000
– – 0.06% 66
2023
Q3 		$89K Hold
2,000
– – 0.06% 62
2023
Q2 		$97.5K Buy
+2,000
New +$98.8K 0.07% 61

Other funds holding LXP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norris Financial Group's LXP Position: Q3 2024 in Review

Norris Financial Group sold out of LXP Industrial Trust (LXP) in Q3 2024, closing a stake of 2,000 shares — an estimated $91.2K sold.

Norris Financial Group first reported a position in LXP in Q2 2023 and held it in 5 quarters. The position peaked at $99.2K in Q4 2023. 302 funds tracked by Wall St. Rank hold LXP as of Q3 2024.

  • Norris Financial Group reported no remaining LXP Industrial Trust position as of Q3 2024 after selling out during the quarter.
  • Norris Financial Group sold 2,000 LXP Industrial Trust shares in Q3 2024, an estimated $91.2K.
  • Norris Financial Group first reported a position in LXP Industrial Trust in Q2 2023 and held it in 5 quarters.
  • Norris Financial Group's LXP Industrial Trust position peaked at $99.2K in Q4 2023.
  • 302 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q3 2024.

Based on Norris Financial Group's 13F filing for Q3 2024, filed 20 May 2026.