Lenox Wealth Advisors’s Urban Outfitters URBN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-90	Closed	-$1K	–	793
2020 Q1	$1K	Hold	90	–	–	﹤0.01%	731
2019 Q4	$2K	Hold	90	–	–	﹤0.01%	631
2019 Q3	$3K	Buy	+90	New	+$2.1K	﹤0.01%	471
2018 Q4	–	Sell	-150	Closed	-$6K	–	395
2018 Q3	$6K	Hold	150	–	–	﹤0.01%	300
2018 Q2	$7K	Hold	150	–	–	﹤0.01%	421
2018 Q1	$6K	Hold	150	–	–	﹤0.01%	411
2017 Q4	$5K	Hold	150	–	–	﹤0.01%	229
2017 Q3	$4K	Hold	150	–	–	﹤0.01%	94
2017 Q2	$3K	Hold	150	–	–	﹤0.01%	91
2017 Q1	$4K	Hold	150	–	–	﹤0.01%	80
2016 Q4	$4K	Hold	150	–	–	﹤0.01%	105
2016 Q3	$5K	Hold	150	–	–	﹤0.01%	189
2016 Q2	$4K	Hold	150	–	–	﹤0.01%	198
2016 Q1	$5K	Sell	150 -29	-16%	-$767	﹤0.01%	198
2015 Q4	$4K	Buy	179 +29	+19%	+$749	﹤0.01%	263
2015 Q3	$4K	Hold	150	–	–	﹤0.01%	288
2015 Q2	$5K	Hold	150	–	–	﹤0.01%	216
2015 Q1	$7K	Hold	150	–	–	﹤0.01%	205
2014 Q4	$5K	Hold	150	–	–	﹤0.01%	245
2014 Q3	$6K	Hold	150	–	–	﹤0.01%	222
2014 Q2	$5K	Hold	150	–	–	﹤0.01%	167
2014 Q1	$5K	Hold	150	–	–	﹤0.01%	169
2013 Q4	$6K	Hold	150	–	–	﹤0.01%	222
2013 Q3	$6K	Hold	150	–	–	0.01%	152
2013 Q2	$6K	Buy	+150	New	+$6.19K	0.01%	170

Other funds holding URBN

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of Urban Outfitters (URBN) in Q2 2020, closing a stake of 90 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in URBN in Q2 2013 and held it in 25 quarters. The position peaked at $7K in Q2 2018. 209 funds tracked by Wall St. Rank hold URBN as of Q2 2020.

Lenox Wealth Advisors reported no remaining Urban Outfitters position as of Q2 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 90 Urban Outfitters shares in Q2 2020, an estimated $1K.
Lenox Wealth Advisors first reported a position in Urban Outfitters in Q2 2013 and held it in 25 quarters.
Lenox Wealth Advisors's Urban Outfitters position peaked at $7K in Q2 2018.
209 funds tracked by Wall St. Rank held Urban Outfitters as of Q2 2020.

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