LWM
EQIX icon

Lenox Wealth Management’s Equinix EQIX Stock Holding History

Lenox Wealth Management’s Portfolio EQIX Stock Details EQIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$400K Buy
570
+514
+918% +$348K 0.12% 101
2020
Q1 		$34K Sell
56
-6
-10% -$3.59K 0.01% 273
2019
Q4 		$36K Buy
62
+3
+5% +$1.69K 0.01% 296
2019
Q3 		$34K Sell
59
-3
-5% -$1.61K 0.01% 299
2019
Q2 		$31K Hold
62
– – 0.01% 288
2019
Q1 		$28K Sell
62
-662
-91% -$270K 0.01% 300
2018
Q4 		$255K Buy
724
+45
+7% +$17.5K 0.09% 107
2018
Q3 		$294K Buy
679
+29
+4% +$12.7K 0.09% 121
2018
Q2 		$279K Sell
650
-37
-5% -$15K 0.09% 119
2018
Q1 		$287K Sell
687
-1,043
-60% -$439K 0.09% 113
2017
Q4 		$784K Buy
1,730
+125
+8% +$57.8K 0.24% 84
2017
Q3 		$716K Buy
1,605
+72
+5% +$32.3K 0.25% 78
2017
Q2 		$658K Buy
+1,533
New +$650K 0.27% 70

Other funds holding EQIX

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Lenox Wealth Management increased its Equinix (EQIX) stake by 918% in Q2 2020, buying an estimated $348K and bringing the position to 570 shares worth $400K. The position accounts for 0.12% of the portfolio, ranked #101.

Lenox Wealth Management first reported a position in EQIX in Q2 2017 and has held it in 13 quarters since. The position peaked at $784K in Q4 2017. 868 funds tracked by Wall St. Rank hold EQIX as of Q2 2020.

  • Lenox Wealth Management held 570 shares of Equinix worth $400K as of Q2 2020.
  • Lenox Wealth Management bought 514 Equinix shares in Q2 2020, an estimated $348K.
  • Equinix made up 0.12% of Lenox Wealth Management's portfolio in Q2 2020, its #101 holding.
  • Lenox Wealth Management first reported a position in Equinix in Q2 2017 and has held it in 13 quarters since.
  • Lenox Wealth Management's Equinix position peaked at $784K in Q4 2017.
  • 868 funds tracked by Wall St. Rank held Equinix as of Q2 2020.

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