LWA
KNL

Lenox Wealth Advisors’s Knoll, Inc. KNL Stock Holding History

Lenox Wealth Advisors’s Portfolio KNL Stock Details KNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,500
Closed -$18K – 680
2020
Q2 		$18K Buy
1,500
+1,425
+1,900% +$15.7K ﹤0.01% 311
2020
Q1 		$1K Hold
75
– – ﹤0.01% 754
2019
Q4 		$2K Hold
75
– – ﹤0.01% 649
2019
Q3 		$2K Buy
+75
New +$1.78K ﹤0.01% 550

Other funds holding KNL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Lenox Wealth Advisors's KNL Position: Q3 2020 in Review

Lenox Wealth Advisors sold out of Knoll, Inc. (KNL) in Q3 2020, closing a stake of 1,500 shares — an estimated $18K sold.

Lenox Wealth Advisors first reported a position in KNL in Q3 2019 and held it in 4 quarters. The position peaked at $18K in Q2 2020. 129 funds tracked by Wall St. Rank hold KNL as of Q3 2020.

  • Lenox Wealth Advisors reported no remaining Knoll, Inc. position as of Q3 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 1,500 Knoll, Inc. shares in Q3 2020, an estimated $18K.
  • Lenox Wealth Advisors first reported a position in Knoll, Inc. in Q3 2019 and held it in 4 quarters.
  • Lenox Wealth Advisors's Knoll, Inc. position peaked at $18K in Q2 2020.
  • 129 funds tracked by Wall St. Rank held Knoll, Inc. as of Q3 2020.

Based on Lenox Wealth Advisors's 13F filing for Q3 2020, filed 7 Oct 2020.