Lenox Wealth Management’s ChampionX CHX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$0	Buy	+49	New	+$449	﹤0.01%	748
2020 Q1	–	Sell	-84	Closed	-$3K	–	708
2019 Q4	$3K	Sell	84 -69	-45%	-$1.88K	﹤0.01%	595
2019 Q3	$4K	Sell	153 -15	-9%	-$438	﹤0.01%	554
2019 Q2	$5K	Hold	168	–	–	﹤0.01%	511
2019 Q1	$7K	Buy	168 +46	+38%	+$1.7K	﹤0.01%	475
2018 Q4	$2K	Sell	122 -922	-88%	-$33.9K	﹤0.01%	544
2018 Q3	$25K	Buy	1,044 +864	+480%	+$36.2K	0.01%	292
2018 Q2	$8K	Buy	+180	New	+$7.37K	﹤0.01%	390

Other funds holding CHX

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

Lenox Wealth Management opened a new position in ChampionX (CHX) in Q2 2020: 49 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #748 among its holdings. This is a return to the name: Lenox Wealth Management previously reported a position in CHX as recently as Q4 2019.

Lenox Wealth Management first reported a position in CHX in Q2 2018 and has held it in 8 quarters since. The position peaked at $25K in Q3 2018. 302 funds tracked by Wall St. Rank hold CHX as of Q2 2020.

Lenox Wealth Management held 49 shares of ChampionX worth $0 as of Q2 2020.
ChampionX was a new Lenox Wealth Management position in Q2 2020.
ChampionX made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #748 holding.
Lenox Wealth Management first reported a position in ChampionX in Q2 2018 and has held it in 8 quarters since.
Lenox Wealth Management's ChampionX position peaked at $25K in Q3 2018.
302 funds tracked by Wall St. Rank held ChampionX as of Q2 2020.

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