Family Management’s LXP Industrial Trust LXP Stock Holding History

Family 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
2022 Q1	–	Sell	-2,204	Closed	-$172K	–	179
2021 Q4	$172K	Hold	2,204	–	–	0.04%	162
2021 Q3	$141K	Buy	+2,204	New	+$144K	0.04%	159
2020 Q3	–	Sell	-3,667	Closed	-$193K	–	148
2020 Q2	$193K	Hold	3,667	–	–	0.08%	132
2020 Q1	$182K	Hold	3,667	–	–	0.09%	123
2019 Q4	$195K	Hold	3,667	–	–	0.07%	148
2019 Q3	$188K	Hold	3,667	–	–	0.07%	133
2019 Q2	$173K	Buy	3,667 +1,165	+47%	+$53.8K	0.07%	130
2019 Q1	$113K	Hold	2,502	–	–	0.05%	123
2018 Q4	$103K	Hold	2,502	–	–	0.04%	116
2018 Q3	$104K	Hold	2,502	–	–	0.06%	63
2018 Q2	$109K	Buy	+2,502	New	+$104K	0.07%	67
2018 Q1	–	Sell	-2,502	Closed	-$121K	–	67
2017 Q4	$121K	Buy	+2,502	New	+$129K	0.08%	54
2015 Q4	–	Sell	-2,502	Closed	-$101K	–	82
2015 Q3	$101K	Hold	2,502	–	–	0.04%	91
2015 Q2	$106K	Buy	+2,502	New	+$116K	0.04%	91
2013 Q3	–	Sell	-31,240	Closed	-$1.82M	–	71
2013 Q2	$1.82M	Buy	+31,240	New	+$1.93M	1.11%	35

Other funds holding LXP

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Land & Buildings Investment Management Stamford, Connecticut $591M AUM 10.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Balyasny Asset Management

Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return