Lenox Wealth Management’s Ford F Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$29K	Buy	4,858 +2,341	+93%	+$13K	0.01%	314
2020 Q1	$12K	Hold	2,517	–	–	﹤0.01%	368
2019 Q4	$23K	Hold	2,517	–	–	0.01%	348
2019 Q3	$23K	Hold	2,517	–	–	0.01%	338
2019 Q2	$25K	Sell	2,517 -3	-0.1%	-$30	0.01%	321
2019 Q1	$22K	Buy	2,520 +3	+0.1%	+$26	0.01%	339
2018 Q4	$19K	Hold	2,517	–	–	0.01%	299
2018 Q3	$23K	Hold	2,517	–	–	0.01%	306
2018 Q2	$28K	Hold	2,517	–	–	0.01%	254
2018 Q1	$27K	Hold	2,517	–	–	0.01%	262
2017 Q4	$31K	Hold	2,517	–	–	0.01%	266
2017 Q3	$30K	Hold	2,517	–	–	0.01%	276
2017 Q2	$28K	Hold	2,517	–	–	0.01%	265
2017 Q1	$29K	Hold	2,517	–	–	0.02%	123
2016 Q4	$31K	Hold	2,517	–	–	0.02%	129
2016 Q3	$30K	Hold	2,517	–	–	0.02%	125
2016 Q2	$32K	Hold	2,517	–	–	0.02%	128
2016 Q1	$34K	Hold	2,517	–	–	0.02%	125
2015 Q4	$35K	Hold	2,517	–	–	0.03%	122
2015 Q3	$34K	Hold	2,517	–	–	0.03%	82
2015 Q2	$38K	Hold	2,517	–	–	0.03%	82
2015 Q1	$41K	Hold	2,517	–	–	0.03%	85
2014 Q4	$39K	Hold	2,517	–	–	0.03%	87
2014 Q3	$37K	Hold	2,517	–	–	0.03%	92
2014 Q2	$43K	Hold	2,517	–	–	0.03%	86
2014 Q1	$39K	Hold	2,517	–	–	0.02%	94
2013 Q4	$39K	Buy	+2,517	New	+$42.2K	0.03%	94

Other funds holding F

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Lenox Wealth Management increased its Ford (F) stake by 93% in Q2 2020, buying an estimated $13K and bringing the position to 4,858 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #314.

Lenox Wealth Management first reported a position in F in Q4 2013 and has held it in 27 quarters since. The position peaked at $43K in Q2 2014. 1,093 funds tracked by Wall St. Rank hold F as of Q2 2020.

Lenox Wealth Management held 4,858 shares of Ford worth $29K as of Q2 2020.
Lenox Wealth Management bought 2,341 Ford shares in Q2 2020, an estimated $13K.
Ford made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #314 holding.
Lenox Wealth Management first reported a position in Ford in Q4 2013 and has held it in 27 quarters since.
Lenox Wealth Management's Ford position peaked at $43K in Q2 2014.
1,093 funds tracked by Wall St. Rank held Ford as of Q2 2020.

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