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Lenox Wealth Advisors’s Elbit Systems ESLT Stock Holding History

Lenox Wealth Advisors’s Portfolio ESLT Stock Details ESLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-18
Closed -$2K – 650
2020
Q1 		$2K Hold
18
– – ﹤0.01% 576
2019
Q4 		$3K Hold
18
– – ﹤0.01% 539
2019
Q3 		$3K Buy
+18
New +$2.84K ﹤0.01% 448

Other funds holding ESLT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Lenox Wealth Advisors's ESLT Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Elbit Systems (ESLT) in Q2 2020, closing a stake of 18 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in ESLT in Q3 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 122 funds tracked by Wall St. Rank hold ESLT as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Elbit Systems position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 18 Elbit Systems shares in Q2 2020, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Elbit Systems in Q3 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's Elbit Systems position peaked at $3K in Q4 2019.
  • 122 funds tracked by Wall St. Rank held Elbit Systems as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.