Lenox Wealth Advisors’s Masco MAS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$25K	Sell	492 -19	-4%	-$1.13K	﹤0.01%	346
2021 Q4	$36K	Buy	511 +19	+4%	+$1.23K	﹤0.01%	301
2021 Q3	$27K	Hold	492	–	–	﹤0.01%	315
2021 Q2	$29K	Buy	492 +337	+217%	+$20.8K	﹤0.01%	304
2021 Q1	$9K	Buy	155 +70	+82%	+$3.91K	﹤0.01%	436
2020 Q4	$5K	Hold	85	–	–	﹤0.01%	503
2020 Q3	$5K	Buy	+85	New	+$4.76K	﹤0.01%	440
2018 Q3	–	Sell	-287	Closed	-$11K	–	480
2018 Q2	$11K	Sell	287 -92	-24%	-$3.54K	﹤0.01%	341
2018 Q1	$15K	Buy	379 +287	+312%	+$12.3K	﹤0.01%	303
2017 Q4	$4K	Buy	+92	New	+$3.74K	﹤0.01%	243

Other funds holding MAS

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Lenox Wealth Advisors reduced its Masco (MAS) stake by 3.7% in Q1 2022, selling an estimated $1.13K and leaving 492 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

Lenox Wealth Advisors first reported a position in MAS in Q4 2017 and has held it in 10 quarters since. The position peaked at $36K in Q4 2021. 740 funds tracked by Wall St. Rank hold MAS as of Q1 2022.

Lenox Wealth Advisors held 492 shares of Masco worth $25K as of Q1 2022.
Lenox Wealth Advisors sold 19 Masco shares in Q1 2022, an estimated $1.13K.
Masco made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #346 holding.
Lenox Wealth Advisors first reported a position in Masco in Q4 2017 and has held it in 10 quarters since.
Lenox Wealth Advisors's Masco position peaked at $36K in Q4 2021.
740 funds tracked by Wall St. Rank held Masco as of Q1 2022.

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