SLWS
LHX icon

Swaine & Leidel Wealth Services’s L3Harris LHX Stock Holding History

Swaine & Leidel Wealth Services’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
Q1 		$3.81M Buy
+3,809
New +$887K 2.93% 17
2021
Q3 		$4.21M Buy
+19,121
New +$4.35M 3.72% 11
2021
Q1 		$3.81M Buy
18,793
+1,322
+8% +$248K 2.46% 23
2020
Q4 		$3.3M Buy
17,471
+591
+4% +$108K 2.39% 21
2020
Q3 		$2.87M Buy
16,880
+1,331
+9% +$233K 2.8% 17
2020
Q2 		$2.64M Buy
15,549
+222
+1% +$41.7K 2.69% 20
2020
Q1 		$2.76M Buy
15,327
+1,938
+14% +$397K 2.86% 15
2019
Q4 		$2.65M Buy
+13,389
New +$2.69M 2.21% 31

Other funds holding LHX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Swaine & Leidel Wealth Services's LHX Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in L3Harris (LHX) in Q1 2022: 3,809 shares worth $3.81M. The stake represents 2.93% of the portfolio and ranks #17 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in LHX as recently as Q3 2021.

Swaine & Leidel Wealth Services first reported a position in LHX in Q4 2019 and has held it in 8 quarters since. The position peaked at $4.21M in Q3 2021. 1,235 funds tracked by Wall St. Rank hold LHX as of Q1 2022.

  • Swaine & Leidel Wealth Services held 3,809 shares of L3Harris worth $3.81M as of Q1 2022.
  • L3Harris was a new Swaine & Leidel Wealth Services position in Q1 2022.
  • L3Harris made up 2.93% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #17 holding.
  • Swaine & Leidel Wealth Services first reported a position in L3Harris in Q4 2019 and has held it in 8 quarters since.
  • Swaine & Leidel Wealth Services's L3Harris position peaked at $4.21M in Q3 2021.
  • 1,235 funds tracked by Wall St. Rank held L3Harris as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.