Lenox Wealth Management’s Elbit Systems ESLT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$737K	Buy	5,382 +258	+5%	+$34.8K	0.23%	79
2020 Q1	$654K	Sell	5,124 -94	-2%	-$13.8K	0.22%	73
2019 Q4	$811K	Sell	5,218 -372	-7%	-$60.6K	0.23%	77
2019 Q3	$921K	Sell	5,590 -192	-3%	-$30.3K	0.27%	58
2019 Q2	$864K	Sell	5,782 -91	-2%	-$13K	0.26%	62
2019 Q1	$758K	Sell	5,873 -38	-0.6%	-$4.84K	0.24%	69
2018 Q4	$674K	Buy	5,911 +17	+0.3%	+$2.06K	0.23%	70
2018 Q3	$740K	Buy	5,894 +215	+4%	+$26.6K	0.22%	92
2018 Q2	$677K	Sell	5,679 -3,136	-36%	-$372K	0.22%	87
2018 Q1	$1.11M	Buy	8,815 +3,264	+59%	+$453K	0.36%	59
2017 Q4	$740K	Buy	5,551 +1,111	+25%	+$159K	0.22%	90
2017 Q3	$653K	Buy	4,440 +996	+29%	+$132K	0.22%	82
2017 Q2	$426K	Buy	+3,444	New	+$415K	0.17%	97

Other funds holding ESLT

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

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

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

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

Lenox Wealth Management increased its Elbit Systems (ESLT) stake by 5% in Q2 2020, buying an estimated $34.8K and bringing the position to 5,382 shares worth $737K. The position accounts for 0.23% of the portfolio, ranked #79.

Lenox Wealth Management first reported a position in ESLT in Q2 2017 and has held it in 13 quarters since. The position peaked at $1.11M in Q1 2018. 122 funds tracked by Wall St. Rank hold ESLT as of Q2 2020.

Lenox Wealth Management held 5,382 shares of Elbit Systems worth $737K as of Q2 2020.
Lenox Wealth Management bought 258 Elbit Systems shares in Q2 2020, an estimated $34.8K.
Elbit Systems made up 0.23% of Lenox Wealth Management's portfolio in Q2 2020, its #79 holding.
Lenox Wealth Management first reported a position in Elbit Systems in Q2 2017 and has held it in 13 quarters since.
Lenox Wealth Management's Elbit Systems position peaked at $1.11M in Q1 2018.
122 funds tracked by Wall St. Rank held Elbit Systems as of Q2 2020.

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