LWM
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Lenox Wealth Management’s AerCap AER Stock Holding History

Lenox Wealth Management’s Portfolio AER Stock Details AER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$752K Buy
24,421
+8,055
+49% +$230K 0.23% 78
2020
Q1 		$372K Buy
16,366
+2,162
+15% +$107K 0.13% 95
2019
Q4 		$873K Sell
14,204
-846
-6% -$49.8K 0.24% 67
2019
Q3 		$823K Sell
15,050
-250
-2% -$13.2K 0.24% 66
2019
Q2 		$795K Sell
15,300
-3
-0% -$147 0.24% 71
2019
Q1 		$712K Buy
15,303
+312
+2% +$14.1K 0.22% 74
2018
Q4 		$594K Buy
14,991
+33
+0.2% +$1.65K 0.2% 80
2018
Q3 		$860K Buy
14,958
+235
+2% +$13.3K 0.26% 66
2018
Q2 		$797K Sell
14,723
-14,673
-50% -$790K 0.26% 76
2018
Q1 		$1.52M Buy
29,396
+14,516
+98% +$753K 0.49% 41
2017
Q4 		$783K Buy
14,880
+3,117
+26% +$162K 0.24% 85
2017
Q3 		$601K Buy
11,763
+2,773
+31% +$136K 0.21% 90
2017
Q2 		$417K Buy
+8,990
New +$405K 0.17% 99

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Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return