Lenox Wealth Advisors’s Ball Corp BALL Stock Holding History

Lenox Wealth Advisors’s Portfolio BALL Stock Details BALL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-62	Closed	-$6K	–	774
2021 Q4	$6K	Buy	62 +16	+35%	+$1.48K	﹤0.01%	565
2021 Q3	$4K	Hold	46	–	–	﹤0.01%	571
2021 Q2	$4K	Hold	46	–	–	﹤0.01%	577
2021 Q1	$4K	Sell	46 -46	-50%	-$4.03K	﹤0.01%	527
2020 Q4	$9K	Buy	+92	New	+$8.51K	﹤0.01%	437
2020 Q1	–	Sell	-7	Closed	–	–	770
2019 Q4	$0	Buy	+7	New	+$474	﹤0.01%	727
2018 Q3	–	Sell	-14	Closed	–	–	417
2018 Q2	$0	Buy	+14	New	+$536	﹤0.01%	551
2016 Q1	–	Sell	-130	Closed	-$5K	–	267
2015 Q4	$5K	Hold	130	–	–	﹤0.01%	218
2015 Q3	$4K	Hold	130	–	–	﹤0.01%	278
2015 Q2	$5K	Hold	130	–	–	﹤0.01%	204
2015 Q1	$5K	Hold	130	–	–	﹤0.01%	231
2014 Q4	$4K	Buy	+130	New	+$4.28K	﹤0.01%	258

Other funds holding BALL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

CIC

Chilton Investment Company Stamford, Connecticut $4.26B AUM 1.32% 1-Year Est. Return

Lenox Wealth Advisors's BALL Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Ball Corp (BALL) in Q1 2022, closing a stake of 62 shares — an estimated $6K sold.

Lenox Wealth Advisors first reported a position in BALL in Q4 2014 and held it in 12 quarters. The position peaked at $9K in Q4 2020. 758 funds tracked by Wall St. Rank hold BALL as of Q1 2022.

Lenox Wealth Advisors reported no remaining Ball Corp position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 62 Ball Corp shares in Q1 2022, an estimated $6K.
Lenox Wealth Advisors first reported a position in Ball Corp in Q4 2014 and held it in 12 quarters.
Lenox Wealth Advisors's Ball Corp position peaked at $9K in Q4 2020.
758 funds tracked by Wall St. Rank held Ball Corp as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.