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Kowal Investment Group’s LXP Industrial Trust LXP Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-84
Closed -$5K – 583
2021
Q3 		$5K Buy
+84
New +$5.5K ﹤0.01% 649

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 $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
LBIM
Land & Buildings Investment Management Stamford, Connecticut $583M AUM 24.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kowal Investment Group's LXP Position: Q4 2021 in Review

Kowal Investment Group sold out of LXP Industrial Trust (LXP) in Q4 2021, closing a stake of 84 shares — an estimated $5K sold.

Kowal Investment Group first reported a position in LXP in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 288 funds tracked by Wall St. Rank hold LXP as of Q4 2021.

  • Kowal Investment Group reported no remaining LXP Industrial Trust position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 84 LXP Industrial Trust shares in Q4 2021, an estimated $5K.
  • Kowal Investment Group first reported a position in LXP Industrial Trust in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's LXP Industrial Trust position peaked at $5K in Q3 2021.
  • 288 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.