LWM
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Lenox Wealth Management’s CF Industries CF Stock Holding History

Lenox Wealth Management’s Portfolio CF Stock Details CF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$787K Buy
27,999
+7,853
+39% +$223K 0.24% 77
2020
Q1 		$547K Buy
20,146
+2,839
+16% +$105K 0.19% 80
2019
Q4 		$826K Buy
17,307
+210
+1% +$9.83K 0.23% 75
2019
Q3 		$841K Sell
17,097
-184
-1% -$8.92K 0.24% 64
2019
Q2 		$807K Sell
17,281
-405
-2% -$17.6K 0.24% 68
2019
Q1 		$723K Buy
17,686
+182
+1% +$7.72K 0.23% 73
2018
Q4 		$762K Sell
17,504
-334
-2% -$15.7K 0.26% 58
2018
Q3 		$971K Sell
17,838
-911
-5% -$43.9K 0.29% 59
2018
Q2 		$832K Sell
18,749
-1,380
-7% -$56.3K 0.27% 72
2018
Q1 		$759K Buy
20,129
+19,683
+4,413% +$801K 0.24% 81
2017
Q4 		$19K Buy
446
+16
+4% +$604 0.01% 315
2017
Q3 		$15K Buy
430
+212
+97% +$6.54K 0.01% 346
2017
Q2 		$6K Buy
+218
New +$6K ﹤0.01% 410

Other funds holding CF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return

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

Lenox Wealth Management increased its CF Industries (CF) stake by 39% in Q2 2020, buying an estimated $223K and bringing the position to 27,999 shares worth $787K. The position accounts for 0.24% of the portfolio, ranked #77.

Lenox Wealth Management first reported a position in CF in Q2 2017 and has held it in 13 quarters since. The position peaked at $971K in Q3 2018. 456 funds tracked by Wall St. Rank hold CF as of Q2 2020.

  • Lenox Wealth Management held 27,999 shares of CF Industries worth $787K as of Q2 2020.
  • Lenox Wealth Management bought 7,853 CF Industries shares in Q2 2020, an estimated $223K.
  • CF Industries made up 0.24% of Lenox Wealth Management's portfolio in Q2 2020, its #77 holding.
  • Lenox Wealth Management first reported a position in CF Industries in Q2 2017 and has held it in 13 quarters since.
  • Lenox Wealth Management's CF Industries position peaked at $971K in Q3 2018.
  • 456 funds tracked by Wall St. Rank held CF Industries as of Q2 2020.

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