Surevest’s L3Harris LHX Stock Holding History

Surevest’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 Q3	$8K	Buy	37 +15	+68%	+$3.46K	﹤0.01%	298
2022 Q2	$5K	Hold	22	–	–	﹤0.01%	337
2022 Q1	$5K	Hold	22	–	–	﹤0.01%	319
2021 Q4	$5K	Buy	+22	New	+$4.88K	﹤0.01%	323

Other funds holding LHX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Surevest's LHX Position: Q3 2022 in Review

Surevest increased its L3Harris (LHX) stake by 68% in Q3 2022, buying an estimated $3.46K and bringing the position to 37 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

Surevest first reported a position in LHX in Q4 2021 and has held it in 4 quarters since. 1,183 funds tracked by Wall St. Rank hold LHX as of Q3 2022.

Surevest held 37 shares of L3Harris worth $8K as of Q3 2022.
Surevest bought 15 L3Harris shares in Q3 2022, an estimated $3.46K.
L3Harris made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #298 holding.
Surevest first reported a position in L3Harris in Q4 2021 and has held it in 4 quarters since.
1,183 funds tracked by Wall St. Rank held L3Harris as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.