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Rockbridge Investment Management’s L3Harris LHX Stock Holding History

Rockbridge Investment Management’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
2024
Q1 		– Sell
-80
Closed -$16.9K – 401
2023
Q4 		$16.9K Buy
+80
New +$15K ﹤0.01% 342
2022
Q3 		– Sell
-80
Closed -$19.3K – 378
2022
Q2 		$19.3K Sell
80
-48
-38% -$11.6K ﹤0.01% 308
2022
Q1 		$32.4K Hold
128
– – 0.01% 356
2021
Q4 		$27K Hold
128
– – ﹤0.01% 439
2021
Q3 		$28K Buy
128
+15
+13% +$3.41K ﹤0.01% 402
2021
Q2 		$24K Buy
113
+30
+36% +$6.45K ﹤0.01% 425
2021
Q1 		$17K Hold
83
– – ﹤0.01% 438
2020
Q4 		$16K Hold
83
– – ﹤0.01% 443
2020
Q3 		$14K Hold
83
– – ﹤0.01% 434
2020
Q2 		$14K Buy
+83
New +$15.6K ﹤0.01% 389

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rockbridge Investment Management's LHX Position: Q1 2024 in Review

Rockbridge Investment Management sold out of L3Harris (LHX) in Q1 2024, closing a stake of 80 shares — an estimated $16.9K sold.

Rockbridge Investment Management first reported a position in LHX in Q2 2020 and held it in 10 quarters. The position peaked at $32.4K in Q1 2022. 1,282 funds tracked by Wall St. Rank hold LHX as of Q1 2024.

  • Rockbridge Investment Management reported no remaining L3Harris position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 80 L3Harris shares in Q1 2024, an estimated $16.9K.
  • Rockbridge Investment Management first reported a position in L3Harris in Q2 2020 and held it in 10 quarters.
  • Rockbridge Investment Management's L3Harris position peaked at $32.4K in Q1 2022.
  • 1,282 funds tracked by Wall St. Rank held L3Harris as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.