Lenox Wealth Management’s Glacier Bancorp GBCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$138K	Buy	3,932 +242	+7%	+$8.98K	0.04%	176
2020 Q1	$125K	Buy	3,690 +631	+21%	+$25.1K	0.04%	170
2019 Q4	$141K	Buy	3,059 +295	+11%	+$12.7K	0.04%	179
2019 Q3	$111K	Buy	2,764 +226	+9%	+$9.03K	0.03%	196
2019 Q2	$102K	Buy	2,538 +124	+5%	+$5.09K	0.03%	189
2019 Q1	$97K	Sell	2,414 -39	-2%	-$1.64K	0.03%	181
2018 Q4	$97K	Buy	2,453 +5	+0.2%	+$215	0.03%	164
2018 Q3	$105K	Buy	2,448 +620	+34%	+$27K	0.03%	190
2018 Q2	$71K	Buy	1,828 +515	+39%	+$20.1K	0.02%	195
2018 Q1	$50K	Buy	1,313 +370	+39%	+$14.6K	0.02%	211
2017 Q4	$37K	Sell	943 -479	-34%	-$18.2K	0.01%	243
2017 Q3	$53K	Buy	1,422 +471	+50%	+$16.3K	0.02%	212
2017 Q2	$35K	Buy	+951	New	+$32.5K	0.01%	236

Other funds holding GBCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

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

Lenox Wealth Management increased its Glacier Bancorp (GBCI) stake by 6.6% in Q2 2020, buying an estimated $8.98K and bringing the position to 3,932 shares worth $138K. The position accounts for 0.04% of the portfolio, ranked #176.

Lenox Wealth Management first reported a position in GBCI in Q2 2017 and has held it in 13 quarters since. The position peaked at $141K in Q4 2019. 288 funds tracked by Wall St. Rank hold GBCI as of Q2 2020.

Lenox Wealth Management held 3,932 shares of Glacier Bancorp worth $138K as of Q2 2020.
Lenox Wealth Management bought 242 Glacier Bancorp shares in Q2 2020, an estimated $8.98K.
Glacier Bancorp made up 0.04% of Lenox Wealth Management's portfolio in Q2 2020, its #176 holding.
Lenox Wealth Management first reported a position in Glacier Bancorp in Q2 2017 and has held it in 13 quarters since.
Lenox Wealth Management's Glacier Bancorp position peaked at $141K in Q4 2019.
288 funds tracked by Wall St. Rank held Glacier Bancorp as of Q2 2020.

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