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Lenox Wealth Advisors’s SL Green Realty SLG Stock Holding History

Lenox Wealth Advisors’s Portfolio SLG Stock Details SLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$148K Buy
1,976
+79
+4% +$6.22K 0.02% 129
2021
Q4 		$140K Sell
1,897
-34
-2% -$2.5K 0.02% 141
2021
Q3 		$137K Buy
1,931
+24
+1% +$1.75K 0.02% 134
2021
Q2 		$153K Buy
1,907
+23
+1% +$1.75K 0.02% 125
2021
Q1 		$132K Buy
1,884
+79
+4% +$5.33K 0.02% 109
2020
Q4 		$111K Sell
1,805
-83
-4% -$4.39K 0.02% 116
2020
Q3 		$85K Buy
1,888
+34
+2% +$1.58K 0.01% 121
2020
Q2 		$88K Buy
1,854
+33
+2% +$1.51K 0.01% 111
2020
Q1 		$76K Buy
1,821
+17
+0.9% +$1.32K 0.01% 105
2019
Q4 		$160K Buy
1,804
+19
+1% +$1.56K 0.02% 94
2019
Q3 		$141K Buy
1,785
+19
+1% +$1.48K 0.02% 92
2019
Q2 		$137K Buy
1,766
+16
+0.9% +$1.35K 0.02% 95
2019
Q1 		$152K Buy
1,750
+17
+1% +$1.47K 0.03% 83
2018
Q4 		$133K Buy
1,733
+15
+0.9% +$1.33K 0.03% 86
2018
Q3 		$162K Buy
1,718
+14
+0.8% +$1.38K 0.03% 81
2018
Q2 		$166K Buy
+1,704
New +$161K 0.04% 68
2017
Q4 		– Sell
-1,690
Closed -$166K – 452
2017
Q3 		$166K Hold
1,690
– – 0.05% 31
2017
Q2 		$173K Hold
1,690
– – 0.06% 26
2017
Q1 		$174K Hold
1,690
– – 0.05% 27
2016
Q4 		$176K Hold
1,690
– – 0.06% 27
2016
Q3 		$177K Hold
1,690
– – 0.05% 37
2016
Q2 		$174K Hold
1,690
– – 0.05% 41
2016
Q1 		$158K Hold
1,690
– – 0.05% 42
2015
Q4 		$185K Hold
1,690
– – 0.06% 37
2015
Q3 		$177K Hold
1,690
– – 0.06% 36
2015
Q2 		$180K Hold
1,690
– – 0.08% 33
2015
Q1 		$210K Hold
1,690
– – 0.08% 33
2014
Q4 		$195K Hold
1,690
– – 0.08% 34
2014
Q3 		$166K Buy
+1,690
New +$177K 0.07% 28
2014
Q1 		– Sell
-1,690
Closed -$151K – 311
2013
Q4 		$151K Buy
+1,690
New +$151K 0.11% 28

Other funds holding SLG

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Lenox Wealth Advisors increased its SL Green Realty (SLG) stake by 4.2% in Q1 2022, buying an estimated $6.22K and bringing the position to 1,976 shares worth $148K. The position accounts for 0.02% of the portfolio, ranked #129.

Lenox Wealth Advisors first reported a position in SLG in Q4 2013 and has held it in 30 quarters since. The position peaked at $210K in Q1 2015. 321 funds tracked by Wall St. Rank hold SLG as of Q1 2022.

  • Lenox Wealth Advisors held 1,976 shares of SL Green Realty worth $148K as of Q1 2022.
  • Lenox Wealth Advisors bought 79 SL Green Realty shares in Q1 2022, an estimated $6.22K.
  • SL Green Realty made up 0.02% of Lenox Wealth Advisors's portfolio in Q1 2022, its #129 holding.
  • Lenox Wealth Advisors first reported a position in SL Green Realty in Q4 2013 and has held it in 30 quarters since.
  • Lenox Wealth Advisors's SL Green Realty position peaked at $210K in Q1 2015.
  • 321 funds tracked by Wall St. Rank held SL Green Realty as of Q1 2022.

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