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Perennial Investment Partners’s Lockheed Martin LMT Stock Holding History

Perennial Investment Partners’s Portfolio LMT Stock Details LMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-10,000
Closed -$1.83M – 39
2014
Q3 		$1.83M Buy
10,000
+2,500
+33% +$426K 1.03% 42
2014
Q2 		$1.21M Hold
7,500
– – 0.55% 62
2014
Q1 		$1.22M Buy
+7,500
New +$1.18M 0.35% 62

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Perennial Investment Partners's LMT Position: Q4 2014 in Review

Perennial Investment Partners sold out of Lockheed Martin (LMT) in Q4 2014, closing a stake of 10,000 shares — an estimated $1.83M sold.

Perennial Investment Partners first reported a position in LMT in Q1 2014 and held it in 3 quarters. The position peaked at $1.83M in Q3 2014. 992 funds tracked by Wall St. Rank hold LMT as of Q4 2014.

  • Perennial Investment Partners reported no remaining Lockheed Martin position as of Q4 2014 after selling out during the quarter.
  • Perennial Investment Partners sold 10,000 Lockheed Martin shares in Q4 2014, an estimated $1.83M.
  • Perennial Investment Partners first reported a position in Lockheed Martin in Q1 2014 and held it in 3 quarters.
  • Perennial Investment Partners's Lockheed Martin position peaked at $1.83M in Q3 2014.
  • 992 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2014.

Based on Perennial Investment Partners's 13F filing for Q4 2014.