LWM
BH icon

Lenox Wealth Management’s Biglari Holdings Class B BH Stock Holding History

Lenox Wealth Management’s Portfolio BH Stock Details BH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-29
Closed -$1K – 745
2020
Q1 		$1K Hold
29
– – ﹤0.01% 648
2019
Q4 		$3K Hold
29
– – ﹤0.01% 593
2019
Q3 		$3K Hold
29
– – ﹤0.01% 587
2019
Q2 		$3K Hold
29
– – ﹤0.01% 560
2019
Q1 		$4K Sell
29
-139
-83% -$18.3K ﹤0.01% 534
2018
Q4 		$5K Hold
168
– – ﹤0.01% 460
2018
Q3 		$7K Buy
168
+139
+479% +$26.6K ﹤0.01% 450
2018
Q2 		$5K Sell
29
-15
-34% -$3.4K ﹤0.01% 430
2018
Q1 		$11K Hold
44
– – ﹤0.01% 352
2017
Q4 		$12K Hold
44
– – ﹤0.01% 366
2017
Q3 		$9K Hold
44
– – ﹤0.01% 403
2017
Q2 		$12K Sell
44
-1
-2% -$274 ﹤0.01% 353
2017
Q1 		$13K Hold
45
– – 0.01% 154
2016
Q4 		$14K Buy
45
+43
+2,150% +$13K 0.01% 155
2016
Q3 		$0 Hold
2
– – ﹤0.01% 224
2016
Q2 		$0 Hold
2
– – ﹤0.01% 232
2016
Q1 		$0 Hold
2
– – ﹤0.01% 242
2015
Q4 		$0 Hold
2
– – ﹤0.01% 249
2015
Q3 		$0 Hold
2
– – ﹤0.01% 140
2015
Q2 		$0 Hold
2
– – ﹤0.01% 148
2015
Q1 		$0 Hold
2
– – ﹤0.01% 151
2014
Q4 		$0 Hold
2
– – ﹤0.01% 154
2014
Q3 		$0 Hold
2
– – ﹤0.01% 153
2014
Q2 		$0 Sell
2
-76
-97% -$20.4K ﹤0.01% 163
2014
Q1 		$23K Hold
78
– – 0.01% 110
2013
Q4 		$24K Buy
+78
New +$22K 0.02% 112

Other funds holding BH

BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FM
Fondren Management Houston, Texas $16.9M AUM 5.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CCM
Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Lenox Wealth Management sold out of Biglari Holdings Class B (BH) in Q2 2020, closing a stake of 29 shares — an estimated $1K sold.

Lenox Wealth Management first reported a position in BH in Q4 2013 and held it in 26 quarters. The position peaked at $24K in Q4 2013. 59 funds tracked by Wall St. Rank hold BH as of Q2 2020.

  • Lenox Wealth Management reported no remaining Biglari Holdings Class B position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Management sold 29 Biglari Holdings Class B shares in Q2 2020, an estimated $1K.
  • Lenox Wealth Management first reported a position in Biglari Holdings Class B in Q4 2013 and held it in 26 quarters.
  • Lenox Wealth Management's Biglari Holdings Class B position peaked at $24K in Q4 2013.
  • 59 funds tracked by Wall St. Rank held Biglari Holdings Class B as of Q2 2020.

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