Lenox Wealth Management’s Blackrock BLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$986K	Buy	1,814 +351	+24%	+$177K	0.3%	63
2020 Q1	$643K	Sell	1,463 -152	-9%	-$74.9K	0.22%	75
2019 Q4	$812K	Buy	1,615 +1,343	+494%	+$637K	0.23%	76
2019 Q3	$121K	Buy	272 +20	+8%	+$8.91K	0.04%	188
2019 Q2	$118K	Buy	252 +7	+3%	+$3.17K	0.04%	173
2019 Q1	$105K	Buy	245 +190	+345%	+$79.7K	0.03%	172
2018 Q4	$1K	Buy	+55	New	+$22.5K	﹤0.01%	603
2018 Q3	–	Sell	-2	Closed	-$1K	–	643
2018 Q2	$1K	Buy	+2	New	+$1.06K	﹤0.01%	536

Other funds holding BLK

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

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

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

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Lenox Wealth Management increased its Blackrock (BLK) stake by 24% in Q2 2020, buying an estimated $177K and bringing the position to 1,814 shares worth $986K. The position accounts for 0.3% of the portfolio, ranked #63.

Lenox Wealth Management first reported a position in BLK in Q2 2018 and has held it in 8 quarters since. 1,402 funds tracked by Wall St. Rank hold BLK as of Q2 2020.

Lenox Wealth Management held 1,814 shares of Blackrock worth $986K as of Q2 2020.
Lenox Wealth Management bought 351 Blackrock shares in Q2 2020, an estimated $177K.
Blackrock made up 0.3% of Lenox Wealth Management's portfolio in Q2 2020, its #63 holding.
Lenox Wealth Management first reported a position in Blackrock in Q2 2018 and has held it in 8 quarters since.
1,402 funds tracked by Wall St. Rank held Blackrock as of Q2 2020.

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