EI
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Ellevest Inc’s LXP Industrial Trust LXP Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-250
Closed -$12.9K – 1082
2023
Q1 		$12.9K Sell
250
-2
-0.8% -$107 ﹤0.01% 961
2022
Q4 		$12.6K Buy
252
+33
+15% +$1.65K ﹤0.01% 976
2022
Q3 		$10K Buy
+219
New +$11.4K ﹤0.01% 996
2022
Q2 		– Sell
-5
Closed – – 1555
2022
Q1 		$0 Buy
+5
New +$377 ﹤0.01% 1535
2020
Q2 		– Sell
-14
Closed -$1K – 1244
2020
Q1 		$1K Hold
14
– – ﹤0.01% 921
2019
Q4 		$1K Buy
+14
New +$749 ﹤0.01% 813

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
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Ellevest Inc's LXP Position: Q2 2023 in Review

Ellevest Inc sold out of LXP Industrial Trust (LXP) in Q2 2023, closing a stake of 250 shares — an estimated $12.9K sold.

Ellevest Inc first reported a position in LXP in Q4 2019 and held it in 6 quarters. The position peaked at $12.9K in Q1 2023. 273 funds tracked by Wall St. Rank hold LXP as of Q2 2023.

  • Ellevest Inc reported no remaining LXP Industrial Trust position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 250 LXP Industrial Trust shares in Q2 2023, an estimated $12.9K.
  • Ellevest Inc first reported a position in LXP Industrial Trust in Q4 2019 and held it in 6 quarters.
  • Ellevest Inc's LXP Industrial Trust position peaked at $12.9K in Q1 2023.
  • 273 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.