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Steward Financial Group’s L3Harris LHX Stock Holding History

Steward Financial 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
2023
Q3 		$5K Buy
+34
New +$6.25K ﹤0.01% 622
2022
Q3 		– Sell
-22
Closed -$5K – 764
2022
Q2 		$5K Buy
22
+7
+47% +$1.69K ﹤0.01% 335
2022
Q1 		$3K Buy
+15
New +$3.49K ﹤0.01% 266

Other funds holding LHX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Steward Financial Group's LHX Position: Q3 2023 in Review

Steward Financial Group opened a new position in L3Harris (LHX) in Q3 2023: 34 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #622 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in LHX as recently as Q2 2022.

Steward Financial Group first reported a position in LHX in Q1 2022 and has held it in 3 quarters since. 1,168 funds tracked by Wall St. Rank hold LHX as of Q3 2023.

  • Steward Financial Group held 34 shares of L3Harris worth $5K as of Q3 2023.
  • L3Harris was a new Steward Financial Group position in Q3 2023.
  • L3Harris made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #622 holding.
  • Steward Financial Group first reported a position in L3Harris in Q1 2022 and has held it in 3 quarters since.
  • 1,168 funds tracked by Wall St. Rank held L3Harris as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.