Lenox Wealth Management’s China Mobile Limited CHL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$4K	Buy	121 +36	+42%	+$1.33K	﹤0.01%	573
2020 Q1	$3K	Buy	+85	New	+$3.42K	﹤0.01%	584
2019 Q3	–	Sell	-269	Closed	-$12K	–	753
2019 Q2	$12K	Sell	269 -46	-15%	-$2.14K	﹤0.01%	418
2019 Q1	$16K	Sell	315 -236	-43%	-$12.3K	0.01%	391
2018 Q4	$9K	Sell	551 -3	-0.5%	-$144	﹤0.01%	408
2018 Q3	$14K	Buy	554 +414	+296%	+$19.1K	﹤0.01%	373
2018 Q2	$6K	Buy	+140	New	+$6.45K	﹤0.01%	425

Other funds holding CHL

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Lenox Wealth Management increased its China Mobile Limited (CHL) stake by 42% in Q2 2020, buying an estimated $1.33K and bringing the position to 121 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Lenox Wealth Management first reported a position in CHL in Q2 2018 and has held it in 7 quarters since. The position peaked at $16K in Q1 2019. 289 funds tracked by Wall St. Rank hold CHL as of Q2 2020.

Lenox Wealth Management held 121 shares of China Mobile Limited worth $4K as of Q2 2020.
Lenox Wealth Management bought 36 China Mobile Limited shares in Q2 2020, an estimated $1.33K.
China Mobile Limited made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #573 holding.
Lenox Wealth Management first reported a position in China Mobile Limited in Q2 2018 and has held it in 7 quarters since.
Lenox Wealth Management's China Mobile Limited position peaked at $16K in Q1 2019.
289 funds tracked by Wall St. Rank held China Mobile Limited as of Q2 2020.

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