Lenox Wealth Advisors’s Packaging Corp of America PKG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$10K	Buy	68 +8	+13%	+$1.17K	﹤0.01%	488
2021 Q4	$8K	Sell	60 -1	-2%	-$135	﹤0.01%	541
2021 Q3	$8K	Buy	61 +1	+2%	+$143	﹤0.01%	504
2021 Q2	$8K	Buy	+60	New	+$8.63K	﹤0.01%	504
2019 Q2	–	Sell	-37	Closed	-$4K	–	536
2019 Q1	$4K	Buy	+37	New	+$3.52K	﹤0.01%	407
2018 Q3	–	Sell	-84	Closed	-$9K	–	492
2018 Q2	$9K	Sell	84 -27	-24%	-$3.15K	﹤0.01%	384
2018 Q1	$13K	Buy	111 +84	+311%	+$10.1K	﹤0.01%	324
2017 Q4	$3K	Buy	+27	New	+$3.13K	﹤0.01%	294
2016 Q1	–	Sell	-14	Closed	-$1K	–	374
2015 Q4	$1K	Buy	+14	New	+$923	﹤0.01%	426

Other funds holding PKG

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

Lenox Wealth Advisors increased its Packaging Corp of America (PKG) stake by 13% in Q1 2022, buying an estimated $1.17K and bringing the position to 68 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Lenox Wealth Advisors first reported a position in PKG in Q4 2015 and has held it in 9 quarters since. The position peaked at $13K in Q1 2018. 629 funds tracked by Wall St. Rank hold PKG as of Q1 2022.

Lenox Wealth Advisors held 68 shares of Packaging Corp of America worth $10K as of Q1 2022.
Lenox Wealth Advisors bought 8 Packaging Corp of America shares in Q1 2022, an estimated $1.17K.
Packaging Corp of America made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #488 holding.
Lenox Wealth Advisors first reported a position in Packaging Corp of America in Q4 2015 and has held it in 9 quarters since.
Lenox Wealth Advisors's Packaging Corp of America position peaked at $13K in Q1 2018.
629 funds tracked by Wall St. Rank held Packaging Corp of America as of Q1 2022.

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