LWM
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Lenox Wealth Management’s Eagle Materials EXP Stock Holding History

Lenox Wealth Management’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-4,629
Closed -$390K – 685
2019
Q1 		$390K Buy
+4,629
New +$334K 0.12% 96

Other funds holding EXP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

Lenox Wealth Management's EXP Position: Q2 2019 in Review

Lenox Wealth Management sold out of Eagle Materials (EXP) in Q2 2019, closing a stake of 4,629 shares — an estimated $390K sold.

Lenox Wealth Management first reported a position in EXP in Q1 2019 and held it in 1 quarter. The position peaked at $390K in Q1 2019. 312 funds tracked by Wall St. Rank hold EXP as of Q2 2019.

  • Lenox Wealth Management reported no remaining Eagle Materials position as of Q2 2019 after selling out during the quarter.
  • Lenox Wealth Management sold 4,629 Eagle Materials shares in Q2 2019, an estimated $390K.
  • Lenox Wealth Management first reported a position in Eagle Materials in Q1 2019 and held it in 1 quarter.
  • Lenox Wealth Management's Eagle Materials position peaked at $390K in Q1 2019.
  • 312 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2019.

Based on Lenox Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.