LWA
HSII

Lenox Wealth Advisors’s Heidrick & Struggles HSII Stock Holding History

Lenox Wealth Advisors’s Portfolio HSII Stock Details HSII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-99
Closed -$2K – 680
2020
Q1 		$2K Hold
99
– – ﹤0.01% 582
2019
Q4 		$3K Hold
99
– – ﹤0.01% 541
2019
Q3 		$3K Buy
+99
New +$2.79K ﹤0.01% 452

Other funds holding HSII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of Heidrick & Struggles (HSII) in Q2 2020, closing a stake of 99 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in HSII in Q3 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 151 funds tracked by Wall St. Rank hold HSII as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Heidrick & Struggles position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 99 Heidrick & Struggles shares in Q2 2020, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Heidrick & Struggles in Q3 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's Heidrick & Struggles position peaked at $3K in Q4 2019.
  • 151 funds tracked by Wall St. Rank held Heidrick & Struggles as of Q2 2020.

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