SBIA
LHX icon

Sheaff Brock Investment Advisors’s L3Harris LHX Stock Holding History

Sheaff Brock Investment Advisors’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
2023
Q2 		– Sell
-1,129
Closed -$222K – 515
2023
Q1 		$222K Hold
1,129
– – 0.02% 412
2022
Q4 		$235K Buy
1,129
+100
+10% +$22.6K 0.02% 388
2022
Q3 		$214K Buy
1,029
+100
+11% +$23.1K 0.02% 402
2022
Q2 		$225K Buy
929
+12
+1% +$2.9K 0.02% 394
2022
Q1 		$228K Buy
+917
New +$214K 0.02% 440
2021
Q4 		– Sell
-917
Closed -$202K – 567
2021
Q3 		$202K Sell
917
-15
-2% -$3.41K 0.01% 492
2021
Q2 		$201K Buy
+932
New +$200K 0.01% 473
2020
Q3 		– Sell
-5,248
Closed -$890K – 484
2020
Q2 		$890K Buy
5,248
+32
+0.6% +$6.01K 0.09% 141
2020
Q1 		$939K Sell
5,216
-1,905
-27% -$390K 0.12% 103
2019
Q4 		$1.41M Buy
7,121
+4,414
+163% +$885K 0.14% 98
2019
Q3 		$565K Buy
+2,707
New +$554K 0.06% 223
2019
Q2 		– Sell
-4,670
Closed -$746K – 507
2019
Q1 		$746K Sell
4,670
-100
-2% -$15.4K 0.09% 191
2018
Q4 		$642K Sell
4,770
-581
-11% -$87.8K 0.1% 186
2018
Q3 		$905K Buy
+5,351
New +$851K 0.09% 171
2017
Q1 		– Sell
-2,026
Closed -$208K – 624
2016
Q4 		$208K Sell
2,026
-966
-32% -$95.5K 0.03% 506
2016
Q3 		$274K Sell
2,992
-164
-5% -$14.6K 0.04% 383
2016
Q2 		$263K Buy
3,156
+110
+4% +$8.69K 0.03% 405
2016
Q1 		$237K Buy
+3,046
New +$244K 0.03% 445

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Sheaff Brock Investment Advisors's LHX Position: Q2 2023 in Review

Sheaff Brock Investment Advisors sold out of L3Harris (LHX) in Q2 2023, closing a stake of 1,129 shares — an estimated $222K sold.

Sheaff Brock Investment Advisors first reported a position in LHX in Q1 2016 and held it in 18 quarters. The position peaked at $1.41M in Q4 2019. 1,183 funds tracked by Wall St. Rank hold LHX as of Q2 2023.

  • Sheaff Brock Investment Advisors reported no remaining L3Harris position as of Q2 2023 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 1,129 L3Harris shares in Q2 2023, an estimated $222K.
  • Sheaff Brock Investment Advisors first reported a position in L3Harris in Q1 2016 and held it in 18 quarters.
  • Sheaff Brock Investment Advisors's L3Harris position peaked at $1.41M in Q4 2019.
  • 1,183 funds tracked by Wall St. Rank held L3Harris as of Q2 2023.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.