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Sage Private Wealth Group’s L3Harris LHX Stock Holding History

Sage Private Wealth 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
2022
Q4 		– Sell
-116
Closed -$24K – 125
2022
Q3 		$24K Buy
116
+25
+27% +$5.76K 0.03% 107
2022
Q2 		$22K Sell
91
-55
-38% -$13.3K 0.03% 111
2022
Q1 		$36K Hold
146
– – 0.04% 96
2021
Q4 		$31K Hold
146
– – 0.04% 99
2021
Q3 		$32K Sell
146
-40
-22% -$9.1K 0.04% 100
2021
Q2 		$40K Hold
186
– – 0.05% 94
2021
Q1 		$38K Hold
186
– – 0.07% 95
2020
Q4 		$35K Buy
+186
New +$34K 0.1% 90

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Sage Private Wealth Group's LHX Position: Q4 2022 in Review

Sage Private Wealth Group sold out of L3Harris (LHX) in Q4 2022, closing a stake of 116 shares — an estimated $24K sold.

Sage Private Wealth Group first reported a position in LHX in Q4 2020 and held it in 8 quarters. The position peaked at $40K in Q2 2021. 1,246 funds tracked by Wall St. Rank hold LHX as of Q4 2022.

  • Sage Private Wealth Group reported no remaining L3Harris position as of Q4 2022 after selling out during the quarter.
  • Sage Private Wealth Group sold 116 L3Harris shares in Q4 2022, an estimated $24K.
  • Sage Private Wealth Group first reported a position in L3Harris in Q4 2020 and held it in 8 quarters.
  • Sage Private Wealth Group's L3Harris position peaked at $40K in Q2 2021.
  • 1,246 funds tracked by Wall St. Rank held L3Harris as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.