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Empirical Wealth Management’s LXP Industrial Trust LXP Stock Holding History

Empirical Wealth 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
2023
Q2 		– Sell
-17,579
Closed -$906K – 488
2023
Q1 		$906K Hold
17,579
– – 0.04% 230
2022
Q4 		$881K Buy
17,579
+2,000
+13% +$99.9K 0.04% 224
2022
Q3 		$714K Hold
15,579
– – 0.04% 238
2022
Q2 		$837K Buy
15,579
+1,940
+14% +$117K 0.04% 227
2022
Q1 		$1.07M Hold
13,639
– – 0.05% 202
2021
Q4 		$1.06M Buy
+13,639
New +$1.01M 0.05% 205

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

Empirical Wealth Management's LXP Position: Q2 2023 in Review

Empirical Wealth Management sold out of LXP Industrial Trust (LXP) in Q2 2023, closing a stake of 17,579 shares — an estimated $906K sold.

Empirical Wealth Management first reported a position in LXP in Q4 2021 and held it in 6 quarters. The position peaked at $1.07M in Q1 2022. 273 funds tracked by Wall St. Rank hold LXP as of Q2 2023.

  • Empirical Wealth Management reported no remaining LXP Industrial Trust position as of Q2 2023 after selling out during the quarter.
  • Empirical Wealth Management sold 17,579 LXP Industrial Trust shares in Q2 2023, an estimated $906K.
  • Empirical Wealth Management first reported a position in LXP Industrial Trust in Q4 2021 and held it in 6 quarters.
  • Empirical Wealth Management's LXP Industrial Trust position peaked at $1.07M in Q1 2022.
  • 273 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q2 2023.

Based on Empirical Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.