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Oxford Financial Group’s L3Harris LHX Stock Holding History

Oxford 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
2020
Q2 		– Sell
-1,401
Closed -$252K – 200
2020
Q1 		$252K Buy
+1,401
New +$287K 0.05% 136

Other funds holding LHX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Oxford Financial Group's LHX Position: Q2 2020 in Review

Oxford Financial Group sold out of L3Harris (LHX) in Q2 2020, closing a stake of 1,401 shares — an estimated $252K sold.

Oxford Financial Group first reported a position in LHX in Q1 2020 and held it in 1 quarter. The position peaked at $252K in Q1 2020. 1,100 funds tracked by Wall St. Rank hold LHX as of Q2 2020.

  • Oxford Financial Group reported no remaining L3Harris position as of Q2 2020 after selling out during the quarter.
  • Oxford Financial Group sold 1,401 L3Harris shares in Q2 2020, an estimated $252K.
  • Oxford Financial Group first reported a position in L3Harris in Q1 2020 and held it in 1 quarter.
  • Oxford Financial Group's L3Harris position peaked at $252K in Q1 2020.
  • 1,100 funds tracked by Wall St. Rank held L3Harris as of Q2 2020.

Based on Oxford Financial Group's 13F filing for Q2 2020, filed 5 Aug 2020.