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Simplicity Solutions’s L3Harris LHX Stock Holding History

Simplicity Solutions’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
Q4 		$564K Buy
2,677
+502
+23% +$94.2K 0.02% 625
2023
Q3 		$379K Sell
2,175
-377
-15% -$69.3K 0.01% 682
2023
Q2 		$500K Sell
2,552
-285
-10% -$54.5K 0.01% 664
2023
Q1 		$557K Buy
2,837
+1,221
+76% +$250K 0.01% 660
2022
Q4 		$337K Sell
1,616
-145
-8% -$32.7K 0.05% 443
2022
Q3 		$366K Sell
1,761
-856
-33% -$197K 0.05% 396
2022
Q2 		$633K Buy
2,617
+1,000
+62% +$241K 0.08% 264
2022
Q1 		$402K Sell
1,617
-1,473
-48% -$343K 0.05% 357
2021
Q4 		$658K Buy
3,090
+289
+10% +$64.1K 0.07% 322
2021
Q3 		$617K Buy
2,801
+1,301
+87% +$296K 0.09% 240
2021
Q2 		$324K Buy
1,500
+232
+18% +$49.9K 0.06% 347
2021
Q1 		$257K Sell
1,268
-4,212
-77% -$790K 0.06% 394
2020
Q4 		$1.04M Buy
5,480
+2,924
+114% +$535K 0.02% 529
2020
Q3 		$434K Sell
2,556
-882
-26% -$155K 0.01% 661
2020
Q2 		$583K Sell
3,438
-10,435
-75% -$1.96M 0.01% 603
2020
Q1 		$2.5M Buy
13,873
+743
+6% +$152K 0.08% 195
2019
Q4 		$2.6M Buy
13,130
+1,779
+16% +$357K 0.08% 199
2019
Q3 		$2.37M Buy
11,351
+2,521
+29% +$516K 0.1% 173
2019
Q2 		$1.67M Buy
+8,830
New +$1.59M 0.07% 181

Other funds holding LHX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Simplicity Solutions's LHX Position: Q4 2023 in Review

Simplicity Solutions increased its L3Harris (LHX) stake by 23% in Q4 2023, buying an estimated $94.2K and bringing the position to 2,677 shares worth $564K. The position accounts for 0.02% of the portfolio, ranked #625.

Simplicity Solutions first reported a position in LHX in Q2 2019 and has held it in 19 quarters since. The position peaked at $2.6M in Q4 2019. 1,260 funds tracked by Wall St. Rank hold LHX as of Q4 2023.

  • Simplicity Solutions held 2,677 shares of L3Harris worth $564K as of Q4 2023.
  • Simplicity Solutions bought 502 L3Harris shares in Q4 2023, an estimated $94.2K.
  • L3Harris made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #625 holding.
  • Simplicity Solutions first reported a position in L3Harris in Q2 2019 and has held it in 19 quarters since.
  • Simplicity Solutions's L3Harris position peaked at $2.6M in Q4 2019.
  • 1,260 funds tracked by Wall St. Rank held L3Harris as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.