LWM
ABB

Lenox Wealth Management’s ABB Ltd ABB Stock Holding History

Lenox Wealth Management’s Portfolio ABB Stock Details ABB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-178
Closed -$3K – 811
2020
Q1 		$3K Buy
+178
New +$3.89K ﹤0.01% 576
2018
Q4 		– Sell
-377
Closed -$7K – 697
2018
Q3 		$7K Buy
+377
New +$8.64K ﹤0.01% 459

Other funds holding ABB

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM

Lenox Wealth Management's ABB Position: Q2 2020 in Review

Lenox Wealth Management sold out of ABB Ltd (ABB) in Q2 2020, closing a stake of 178 shares — an estimated $3K sold.

Lenox Wealth Management first reported a position in ABB in Q3 2018 and held it in 2 quarters. The position peaked at $7K in Q3 2018. 326 funds tracked by Wall St. Rank hold ABB as of Q2 2020.

  • Lenox Wealth Management reported no remaining ABB Ltd position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Management sold 178 ABB Ltd shares in Q2 2020, an estimated $3K.
  • Lenox Wealth Management first reported a position in ABB Ltd in Q3 2018 and held it in 2 quarters.
  • Lenox Wealth Management's ABB Ltd position peaked at $7K in Q3 2018.
  • 326 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.