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Bowling Portfolio Management’s LXP Industrial Trust LXP Stock Holding History

Bowling Portfolio Management’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
2020
Q4 		– Sell
-6,520
Closed -$341K – 309
2020
Q3 		$341K Sell
6,520
-9,521
-59% -$529K 0.08% 235
2020
Q2 		$846K Sell
16,041
-3,068
-16% -$155K 0.18% 147
2020
Q1 		$949K Buy
+19,109
New +$1.01M 0.23% 116
2019
Q3 		– Sell
-22,371
Closed -$1.05M – 352
2019
Q2 		$1.05M Buy
+22,371
New +$1.03M 0.17% 215
2017
Q4 		– Sell
-20,224
Closed -$1.03M – 385
2017
Q3 		$1.03M Buy
20,224
+12,377
+158% +$619K 0.16% 218
2017
Q2 		$389K Buy
+7,847
New +$392K 0.06% 316

Other funds holding LXP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bowling Portfolio Management's LXP Position: Q4 2020 in Review

Bowling Portfolio Management sold out of LXP Industrial Trust (LXP) in Q4 2020, closing a stake of 6,520 shares — an estimated $341K sold.

Bowling Portfolio Management first reported a position in LXP in Q2 2017 and held it in 6 quarters. The position peaked at $1.05M in Q2 2019. 257 funds tracked by Wall St. Rank hold LXP as of Q4 2020.

  • Bowling Portfolio Management reported no remaining LXP Industrial Trust position as of Q4 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 6,520 LXP Industrial Trust shares in Q4 2020, an estimated $341K.
  • Bowling Portfolio Management first reported a position in LXP Industrial Trust in Q2 2017 and held it in 6 quarters.
  • Bowling Portfolio Management's LXP Industrial Trust position peaked at $1.05M in Q2 2019.
  • 257 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q4 2020.

Based on Bowling Portfolio Management's 13F filing for Q4 2020, filed 15 Jan 2021.