Lenox Wealth Management’s DuPont de Nemours DD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$41K	Hold	625	–	–	0.01%	277
2020 Q1	$26K	Hold	625	–	–	0.01%	304
2019 Q4	$50K	Sell	625 -17	-3%	-$1.41K	0.01%	270
2019 Q3	$57K	Buy	642 +22	+4%	+$1.94K	0.02%	255
2019 Q2	$58K	Sell	620 -430	-41%	-$51.3K	0.02%	236
2019 Q1	$142K	Buy	1,050 +791	+305%	+$110K	0.04%	145
2018 Q4	$35K	Buy	259 +7	+3%	+$1K	0.01%	233
2018 Q3	$41K	Hold	252	–	–	0.01%	249
2018 Q2	$42K	Hold	252	–	–	0.01%	228
2018 Q1	$40K	Sell	252 -36	-13%	-$6.51K	0.01%	237
2017 Q4	$52K	Sell	288 -202	-41%	-$36.4K	0.02%	203
2017 Q3	$85K	Buy	490 +436	+807%	+$72.8K	0.03%	177
2017 Q2	$9K	Buy	+54	New	+$8.58K	﹤0.01%	384
2015 Q1	–	Sell	-296	Closed	-$35.1K	–	152
2014 Q4	$34K	Hold	296	–	–	0.02%	91
2014 Q3	$39K	Hold	296	–	–	0.03%	89
2014 Q2	$39K	Hold	296	–	–	0.03%	90
2014 Q1	$36K	Hold	296	–	–	0.02%	98
2013 Q4	$33K	Buy	+296	New	+$30.3K	0.02%	105

Other funds holding DD

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

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

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

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

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

Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Lenox Wealth Management held its DuPont de Nemours (DD) position steady in Q2 2020 at 625 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #277.

Lenox Wealth Management first reported a position in DD in Q4 2013 and has held it in 18 quarters since. The position peaked at $142K in Q1 2019. 1,166 funds tracked by Wall St. Rank hold DD as of Q2 2020.

Lenox Wealth Management held 625 shares of DuPont de Nemours worth $41K as of Q2 2020.
Lenox Wealth Management left its DuPont de Nemours share count unchanged in Q2 2020.
DuPont de Nemours made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #277 holding.
Lenox Wealth Management first reported a position in DuPont de Nemours in Q4 2013 and has held it in 18 quarters since.
Lenox Wealth Management's DuPont de Nemours position peaked at $142K in Q1 2019.
1,166 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2020.

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