LWM
CLF icon

Lenox Wealth Management’s Cleveland-Cliffs CLF Stock Holding History

Lenox Wealth Management’s Portfolio CLF Stock Details CLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-53,423
Closed -$449K – 709
2019
Q4 		$449K Buy
+53,423
New +$410K 0.13% 99

Other funds holding CLF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lenox Wealth Management's CLF Position: Q1 2020 in Review

Lenox Wealth Management sold out of Cleveland-Cliffs (CLF) in Q1 2020, closing a stake of 53,423 shares — an estimated $449K sold.

Lenox Wealth Management first reported a position in CLF in Q4 2019 and held it in 1 quarter. The position peaked at $449K in Q4 2019. 321 funds tracked by Wall St. Rank hold CLF as of Q1 2020.

  • Lenox Wealth Management reported no remaining Cleveland-Cliffs position as of Q1 2020 after selling out during the quarter.
  • Lenox Wealth Management sold 53,423 Cleveland-Cliffs shares in Q1 2020, an estimated $449K.
  • Lenox Wealth Management first reported a position in Cleveland-Cliffs in Q4 2019 and held it in 1 quarter.
  • Lenox Wealth Management's Cleveland-Cliffs position peaked at $449K in Q4 2019.
  • 321 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q1 2020.

Based on Lenox Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.