Lenox Wealth Advisors’s Graco GGG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-62	Closed	-$3K	–	671
2020 Q1	$3K	Buy	+62	New	+$3.18K	﹤0.01%	504
2019 Q2	–	Sell	-68	Closed	-$3K	–	479
2019 Q1	$3K	Buy	+68	New	+$3.08K	﹤0.01%	452
2018 Q2	–	Sell	-28	Closed	-$1K	–	585
2018 Q1	$1K	Buy	+28	New	+$1.28K	﹤0.01%	509
2015 Q4	–	Sell	-81	Closed	-$2K	–	528
2015 Q3	$2K	Buy	+81	New	+$1.87K	﹤0.01%	340

Other funds holding GGG

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of Graco (GGG) in Q2 2020, closing a stake of 62 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in GGG in Q3 2015 and held it in 4 quarters. The position peaked at $3K in Q1 2020. 440 funds tracked by Wall St. Rank hold GGG as of Q2 2020.

Lenox Wealth Advisors reported no remaining Graco position as of Q2 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 62 Graco shares in Q2 2020, an estimated $3K.
Lenox Wealth Advisors first reported a position in Graco in Q3 2015 and held it in 4 quarters.
Lenox Wealth Advisors's Graco position peaked at $3K in Q1 2020.
440 funds tracked by Wall St. Rank held Graco as of Q2 2020.

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