Lenox Wealth Management’s Baker Hughes BKR Stock Holding History

Lenox Wealth Management’s Portfolio BKR Stock Details BKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$8K	Sell	554 -214	-28%	-$3.13K	﹤0.01%	459
2020 Q1	$8K	Buy	+768	New	+$14.4K	﹤0.01%	416
2018 Q4	–	Sell	-141	Closed	-$5K	–	639
2018 Q3	$5K	Sell	141 -162	-53%	-$5.36K	﹤0.01%	496
2018 Q2	$10K	Sell	303 -141	-32%	-$4.79K	﹤0.01%	362
2018 Q1	$12K	Buy	444 +116	+35%	+$3.55K	﹤0.01%	345
2017 Q4	$10K	Buy	328 +14	+4%	+$449	﹤0.01%	384
2017 Q3	$11K	Buy	+314	New	+$11.1K	﹤0.01%	377

Other funds holding BKR

General Electric Evendale, Ohio $308M AUM 40.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Lenox Wealth Management reduced its Baker Hughes (BKR) stake by 28% in Q2 2020, selling an estimated $3.13K and leaving 554 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Lenox Wealth Management first reported a position in BKR in Q3 2017 and has held it in 7 quarters since. The position peaked at $12K in Q1 2018. 454 funds tracked by Wall St. Rank hold BKR as of Q2 2020.

Lenox Wealth Management held 554 shares of Baker Hughes worth $8K as of Q2 2020.
Lenox Wealth Management sold 214 Baker Hughes shares in Q2 2020, an estimated $3.13K.
Baker Hughes made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #459 holding.
Lenox Wealth Management first reported a position in Baker Hughes in Q3 2017 and has held it in 7 quarters since.
Lenox Wealth Management's Baker Hughes position peaked at $12K in Q1 2018.
454 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2020.

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