Lenox Wealth Advisors’s Eagle Materials EXP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-33	Closed	-$2K	–	655
2020 Q1	$2K	Buy	+33	New	+$2.63K	﹤0.01%	577
2019 Q2	–	Sell	-35	Closed	-$3K	–	467
2019 Q1	$3K	Buy	+35	New	+$2.53K	﹤0.01%	448
2018 Q2	–	Sell	-11	Closed	-$1K	–	573
2018 Q1	$1K	Buy	+11	New	+$1.19K	﹤0.01%	506
2013 Q4	–	Sell	-33	Closed	-$2K	–	386
2013 Q3	$2K	Buy	+33	New	+$2.24K	﹤0.01%	233

Other funds holding EXP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of Eagle Materials (EXP) in Q2 2020, closing a stake of 33 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in EXP in Q3 2013 and held it in 4 quarters. The position peaked at $3K in Q1 2019. 291 funds tracked by Wall St. Rank hold EXP as of Q2 2020.

Lenox Wealth Advisors reported no remaining Eagle Materials position as of Q2 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 33 Eagle Materials shares in Q2 2020, an estimated $2K.
Lenox Wealth Advisors first reported a position in Eagle Materials in Q3 2013 and held it in 4 quarters.
Lenox Wealth Advisors's Eagle Materials position peaked at $3K in Q1 2019.
291 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2020.

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