LWA
HBNC icon

Lenox Wealth Advisors’s Horizon Bancorp HBNC Stock Holding History

Lenox Wealth Advisors’s Portfolio HBNC Stock Details HBNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-97
Closed -$2K – 863
2021
Q4 		$2K Buy
+97
New +$1.91K ﹤0.01% 720

Other funds holding HBNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of Horizon Bancorp (HBNC) in Q1 2022, closing a stake of 97 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in HBNC in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 153 funds tracked by Wall St. Rank hold HBNC as of Q1 2022.

  • Lenox Wealth Advisors reported no remaining Horizon Bancorp position as of Q1 2022 after selling out during the quarter.
  • Lenox Wealth Advisors sold 97 Horizon Bancorp shares in Q1 2022, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Horizon Bancorp in Q4 2021 and held it in 1 quarter.
  • Lenox Wealth Advisors's Horizon Bancorp position peaked at $2K in Q4 2021.
  • 153 funds tracked by Wall St. Rank held Horizon Bancorp as of Q1 2022.

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