LWM
CERN

Lenox Wealth Management’s Cerner Corp CERN Stock Holding History

Lenox Wealth Management’s Portfolio CERN Stock Details CERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-90
Closed -$3K – 700
2018
Q3 		$3K Buy
90
+57
+173% +$3.63K ﹤0.01% 556
2018
Q2 		$2K Buy
+33
New +$1.95K ﹤0.01% 513

Other funds holding CERN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Lenox Wealth Management's CERN Position: Q4 2018 in Review

Lenox Wealth Management sold out of Cerner Corp (CERN) in Q4 2018, closing a stake of 90 shares — an estimated $3K sold.

Lenox Wealth Management first reported a position in CERN in Q2 2018 and held it in 2 quarters. The position peaked at $3K in Q3 2018. 689 funds tracked by Wall St. Rank hold CERN as of Q4 2018.

  • Lenox Wealth Management reported no remaining Cerner Corp position as of Q4 2018 after selling out during the quarter.
  • Lenox Wealth Management sold 90 Cerner Corp shares in Q4 2018, an estimated $3K.
  • Lenox Wealth Management first reported a position in Cerner Corp in Q2 2018 and held it in 2 quarters.
  • Lenox Wealth Management's Cerner Corp position peaked at $3K in Q3 2018.
  • 689 funds tracked by Wall St. Rank held Cerner Corp as of Q4 2018.

Based on Lenox Wealth Management's 13F filing for Q4 2018, filed 23 Jan 2019.