Optimum Investment Advisors’s Leggett & Platt LEG Stock Holding History

Optimum Investment Advisors’s Portfolio LEG Stock Details LEG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-900	Closed	-$26.7K	–	729
2023 Q2	$26.7K	Hold	900	–	–	0.01%	443
2023 Q1	$28.7K	Hold	900	–	–	0.02%	435
2022 Q4	$29K	Hold	900	–	–	0.02%	442
2022 Q3	$30K	Hold	900	–	–	0.02%	450
2022 Q2	$31K	Hold	900	–	–	0.02%	463
2022 Q1	$31K	Hold	900	–	–	0.01%	512
2021 Q4	$37K	Hold	900	–	–	0.01%	517
2021 Q3	$40K	Hold	900	–	–	0.02%	493
2021 Q2	$47K	Hold	900	–	–	0.01%	522
2021 Q1	$41K	Hold	900	–	–	0.01%	541
2020 Q4	$40K	Buy	+900	New	+$38.6K	0.01%	518
2020 Q2	–	Sell	-235	Closed	-$6K	–	896
2020 Q1	$6K	Hold	235	–	–	﹤0.01%	735
2019 Q4	$12K	Hold	235	–	–	﹤0.01%	750
2019 Q3	$10K	Buy	+235	New	+$9.22K	﹤0.01%	797
2015 Q1	$45K	Buy	981 +131	+15%	+$5.84K	0.01%	528
2014 Q4	$36K	Hold	850	–	–	0.01%	581
2014 Q3	$30K	Sell	850 -1,000	-54%	-$34.3K	0.01%	567
2014 Q2	$63K	Buy	1,850 +1,000	+118%	+$33.3K	0.02%	430
2014 Q1	$28K	Buy	+850	New	+$26.3K	0.01%	458

Other funds holding LEG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Optimum Investment Advisors's LEG Position: Q3 2023 in Review

Optimum Investment Advisors sold out of Leggett & Platt (LEG) in Q3 2023, closing a stake of 900 shares — an estimated $26.7K sold.

Optimum Investment Advisors first reported a position in LEG in Q1 2014 and held it in 19 quarters. The position peaked at $63K in Q2 2014. 378 funds tracked by Wall St. Rank hold LEG as of Q3 2023.

Optimum Investment Advisors reported no remaining Leggett & Platt position as of Q3 2023 after selling out during the quarter.
Optimum Investment Advisors sold 900 Leggett & Platt shares in Q3 2023, an estimated $26.7K.
Optimum Investment Advisors first reported a position in Leggett & Platt in Q1 2014 and held it in 19 quarters.
Optimum Investment Advisors's Leggett & Platt position peaked at $63K in Q2 2014.
378 funds tracked by Wall St. Rank held Leggett & Platt as of Q3 2023.

Based on Optimum Investment Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.