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Willingdon Wealth Management’s L3Harris LHX Stock Holding History

Willingdon Wealth Management’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
2019
Q4 		– Sell
-19
Closed -$4K – 472
2019
Q3 		$4K Buy
+19
New +$3.89K ﹤0.01% 288

Other funds holding LHX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Willingdon Wealth Management's LHX Position: Q4 2019 in Review

Willingdon Wealth Management sold out of L3Harris (LHX) in Q4 2019, closing a stake of 19 shares — an estimated $4K sold.

Willingdon Wealth Management first reported a position in LHX in Q3 2019 and held it in 1 quarter. The position peaked at $4K in Q3 2019. 1,092 funds tracked by Wall St. Rank hold LHX as of Q4 2019.

  • Willingdon Wealth Management reported no remaining L3Harris position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 19 L3Harris shares in Q4 2019, an estimated $4K.
  • Willingdon Wealth Management first reported a position in L3Harris in Q3 2019 and held it in 1 quarter.
  • Willingdon Wealth Management's L3Harris position peaked at $4K in Q3 2019.
  • 1,092 funds tracked by Wall St. Rank held L3Harris as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.