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Bartlett & Co’s LXP Industrial Trust LXP Stock Holding History

Bartlett & Co’s Portfolio LXP Stock Details LXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$743K Sell
14,572
-4,860
-25% -$212K 0.01% 308
2023
Q3 		$877K Hold
19,432
– – 0.02% 277
2023
Q2 		$959K Buy
+19,432
New +$960K 0.02% 276

Other funds holding LXP

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Bartlett & Co's LXP Position: Q4 2023 in Review

Bartlett & Co reduced its LXP Industrial Trust (LXP) stake by 25% in Q4 2023, selling an estimated $212K and leaving 14,572 shares worth $743K. The position accounts for 0.01% of the portfolio, ranked #308.

Bartlett & Co first reported a position in LXP in Q2 2023 and has held it in 3 quarters since. The position peaked at $959K in Q2 2023. 273 funds tracked by Wall St. Rank hold LXP as of Q4 2023.

  • Bartlett & Co held 14,572 shares of LXP Industrial Trust worth $743K as of Q4 2023.
  • Bartlett & Co sold 4,860 LXP Industrial Trust shares in Q4 2023, an estimated $212K.
  • LXP Industrial Trust made up 0.01% of Bartlett & Co's portfolio in Q4 2023, its #308 holding.
  • Bartlett & Co first reported a position in LXP Industrial Trust in Q2 2023 and has held it in 3 quarters since.
  • Bartlett & Co's LXP Industrial Trust position peaked at $959K in Q2 2023.
  • 273 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.