Lenox Wealth Management’s Digital Realty Trust DLR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$2K	Hold	17	–	–	﹤0.01%	635
2020 Q1	$2K	Buy	+17	New	+$2.16K	﹤0.01%	604
2019 Q4	–	Sell	-50	Closed	-$6K	–	715
2019 Q3	$6K	Hold	50	–	–	﹤0.01%	508
2019 Q2	$5K	Hold	50	–	–	﹤0.01%	513
2019 Q1	$6K	Sell	50 -267	-84%	-$29.8K	﹤0.01%	493
2018 Q4	$2K	Buy	+317	New	+$35K	﹤0.01%	548

Other funds holding DLR

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Lenox Wealth Management held its Digital Realty Trust (DLR) position steady in Q2 2020 at 17 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

Lenox Wealth Management first reported a position in DLR in Q4 2018 and has held it in 6 quarters since. The position peaked at $6K in Q3 2019. 861 funds tracked by Wall St. Rank hold DLR as of Q2 2020.

Lenox Wealth Management held 17 shares of Digital Realty Trust worth $2K as of Q2 2020.
Lenox Wealth Management left its Digital Realty Trust share count unchanged in Q2 2020.
Digital Realty Trust made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #635 holding.
Lenox Wealth Management first reported a position in Digital Realty Trust in Q4 2018 and has held it in 6 quarters since.
Lenox Wealth Management's Digital Realty Trust position peaked at $6K in Q3 2019.
861 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2020.

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