LWM
FITB

Lenox Wealth Management’s Fifth Third Bancorp FITB Stock Holding History

Lenox Wealth Management’s Portfolio FITB Stock Details FITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$18K Hold
947
– – 0.01% 360
2020
Q1 		$14K Sell
947
-69
-7% -$1.72K ﹤0.01% 355
2019
Q4 		$31K Hold
1,016
– – 0.01% 311
2019
Q3 		$28K Hold
1,016
– – 0.01% 316
2019
Q2 		$28K Hold
1,016
– – 0.01% 304
2019
Q1 		$26K Hold
1,016
– – 0.01% 315
2018
Q4 		$24K Sell
1,016
-888
-47% -$23.4K 0.01% 268
2018
Q3 		$54K Hold
1,904
– – 0.02% 227
2018
Q2 		$55K Hold
1,904
– – 0.02% 211
2018
Q1 		$60K Sell
1,904
-616
-24% -$20.1K 0.02% 191
2017
Q4 		$77K Buy
2,520
+1
+0% +$29 0.02% 176
2017
Q3 		$70K Hold
2,519
– – 0.02% 191
2017
Q2 		$66K Buy
2,519
+58
+2% +$1.43K 0.03% 185
2017
Q1 		$63K Sell
2,461
-97
-4% -$2.59K 0.05% 82
2016
Q4 		$69K Buy
2,558
+152
+6% +$3.65K 0.05% 85
2016
Q3 		$49K Sell
2,406
-623
-21% -$12K 0.04% 103
2016
Q2 		$53K Sell
3,029
-457
-13% -$8.2K 0.04% 102
2016
Q1 		$58K Hold
3,486
– – 0.04% 99
2015
Q4 		$70K Hold
3,486
– – 0.05% 90
2015
Q3 		$66K Sell
3,486
-150
-4% -$3.05K 0.05% 68
2015
Q2 		$76K Buy
3,636
+333
+10% +$6.75K 0.06% 66
2015
Q1 		$62K Hold
3,303
– – 0.04% 75
2014
Q4 		$67K Sell
3,303
-55
-2% -$1.09K 0.04% 75
2014
Q3 		$67K Buy
3,358
+512
+18% +$10.5K 0.05% 77
2014
Q2 		$61K Hold
2,846
– – 0.04% 78
2014
Q1 		$65K Hold
2,846
– – 0.03% 82
2013
Q4 		$60K Buy
+2,846
New +$55.8K 0.04% 86

Other funds holding FITB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Lenox Wealth Management held its Fifth Third Bancorp (FITB) position steady in Q2 2020 at 947 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #360.

Lenox Wealth Management first reported a position in FITB in Q4 2013 and has held it in 27 quarters since. The position peaked at $77K in Q4 2017. 645 funds tracked by Wall St. Rank hold FITB as of Q2 2020.

  • Lenox Wealth Management held 947 shares of Fifth Third Bancorp worth $18K as of Q2 2020.
  • Lenox Wealth Management left its Fifth Third Bancorp share count unchanged in Q2 2020.
  • Fifth Third Bancorp made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #360 holding.
  • Lenox Wealth Management first reported a position in Fifth Third Bancorp in Q4 2013 and has held it in 27 quarters since.
  • Lenox Wealth Management's Fifth Third Bancorp position peaked at $77K in Q4 2017.
  • 645 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q2 2020.

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