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Whitegate Investment Counselors’s Lockheed Martin LMT Stock Holding History

Whitegate Investment Counselors’s Portfolio LMT Stock Details LMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-642
Closed -$222K – 144
2021
Q3 		$222K Hold
642
– – 0.03% 215
2021
Q2 		$243K Hold
642
– – 0.03% 206
2021
Q1 		$237K Hold
642
– – 0.04% 197
2020
Q4 		$228K Buy
+642
New +$236K 0.04% 194

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BlackRock
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Whitegate Investment Counselors's LMT Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of Lockheed Martin (LMT) in Q4 2021, closing a stake of 642 shares — an estimated $222K sold.

Whitegate Investment Counselors first reported a position in LMT in Q4 2020 and held it in 4 quarters. The position peaked at $243K in Q2 2021. 2,060 funds tracked by Wall St. Rank hold LMT as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining Lockheed Martin position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 642 Lockheed Martin shares in Q4 2021, an estimated $222K.
  • Whitegate Investment Counselors first reported a position in Lockheed Martin in Q4 2020 and held it in 4 quarters.
  • Whitegate Investment Counselors's Lockheed Martin position peaked at $243K in Q2 2021.
  • 2,060 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.