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Lenox Wealth Management’s Cisco CSCO Stock Holding History

Lenox Wealth Management’s Portfolio CSCO Stock Details CSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$282K Buy
6,061
+538
+10% +$23.6K 0.09% 125
2020
Q1 		$217K Buy
5,523
+858
+18% +$37.6K 0.07% 126
2019
Q4 		$224K Buy
4,665
+409
+10% +$19K 0.06% 141
2019
Q3 		$210K Sell
4,256
-73
-2% -$3.79K 0.06% 140
2019
Q2 		$236K Buy
4,329
+743
+21% +$41K 0.07% 122
2019
Q1 		$194K Buy
3,586
+1,069
+42% +$51.9K 0.06% 128
2018
Q4 		$109K Sell
2,517
-56
-2% -$2.56K 0.04% 148
2018
Q3 		$125K Sell
2,573
-479
-16% -$21.5K 0.04% 172
2018
Q2 		$131K Sell
3,052
-10
-0.3% -$437 0.04% 152
2018
Q1 		$131K Sell
3,062
-20
-0.6% -$848 0.04% 154
2017
Q4 		$118K Sell
3,082
-985
-24% -$35.2K 0.04% 152
2017
Q3 		$136K Buy
4,067
+775
+24% +$24.7K 0.05% 144
2017
Q2 		$103K Sell
3,292
-38
-1% -$1.24K 0.04% 146
2017
Q1 		$113K Sell
3,330
-491
-13% -$15.9K 0.08% 54
2016
Q4 		$115K Buy
3,821
+228
+6% +$6.95K 0.09% 56
2016
Q3 		$114K Sell
3,593
-242
-6% -$7.44K 0.09% 52
2016
Q2 		$110K Buy
3,835
+995
+35% +$27.9K 0.08% 58
2016
Q1 		$81K Sell
2,840
-576
-17% -$14.8K 0.06% 76
2015
Q4 		$93K Sell
3,416
-1,076
-24% -$29.7K 0.07% 69
2015
Q3 		$118K Buy
4,492
+238
+6% +$6.43K 0.1% 47
2015
Q2 		$117K Sell
4,254
-1,254
-23% -$36K 0.09% 53
2015
Q1 		$152K Sell
5,508
-115
-2% -$3.24K 0.11% 41
2014
Q4 		$156K Sell
5,623
-24
-0.4% -$620 0.1% 42
2014
Q3 		$142K Sell
5,647
-48
-0.8% -$1.21K 0.1% 48
2014
Q2 		$142K Buy
5,695
+915
+19% +$21.8K 0.1% 53
2014
Q1 		$107K Buy
4,780
+50
+1% +$1.1K 0.06% 75
2013
Q4 		$106K Buy
+4,730
New +$105K 0.07% 76

Other funds holding CSCO

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Lenox Wealth Management increased its Cisco (CSCO) stake by 9.7% in Q2 2020, buying an estimated $23.6K and bringing the position to 6,061 shares worth $282K. The position accounts for 0.09% of the portfolio, ranked #125.

Lenox Wealth Management first reported a position in CSCO in Q4 2013 and has held it in 27 quarters since. 2,515 funds tracked by Wall St. Rank hold CSCO as of Q2 2020.

  • Lenox Wealth Management held 6,061 shares of Cisco worth $282K as of Q2 2020.
  • Lenox Wealth Management bought 538 Cisco shares in Q2 2020, an estimated $23.6K.
  • Cisco made up 0.09% of Lenox Wealth Management's portfolio in Q2 2020, its #125 holding.
  • Lenox Wealth Management first reported a position in Cisco in Q4 2013 and has held it in 27 quarters since.
  • 2,515 funds tracked by Wall St. Rank held Cisco as of Q2 2020.

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