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Lenox Wealth Management’s Gilead Sciences GILD Stock Holding History

Lenox Wealth Management’s Portfolio GILD Stock Details GILD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$955K Buy
12,414
+2,339
+23% +$179K 0.29% 68
2020
Q1 		$753K Buy
10,075
+63
+0.6% +$4.35K 0.26% 64
2019
Q4 		$651K Buy
10,012
+549
+6% +$35.8K 0.18% 88
2019
Q3 		$599K Buy
9,463
+237
+3% +$15.5K 0.17% 84
2019
Q2 		$623K Buy
9,226
+167
+2% +$11K 0.19% 82
2019
Q1 		$589K Buy
9,059
+156
+2% +$10.4K 0.18% 88
2018
Q4 		$557K Buy
8,903
+114
+1% +$7.97K 0.19% 83
2018
Q3 		$679K Buy
8,789
+342
+4% +$25.8K 0.2% 99
2018
Q2 		$598K Sell
8,447
-6
-0.1% -$424 0.19% 92
2018
Q1 		$637K Sell
8,453
-2,683
-24% -$213K 0.21% 89
2017
Q4 		$798K Buy
11,136
+744
+7% +$56.5K 0.24% 83
2017
Q3 		$841K Buy
10,392
+423
+4% +$32.3K 0.29% 64
2017
Q2 		$706K Buy
9,969
+4,266
+75% +$284K 0.29% 58
2017
Q1 		$387K Buy
5,703
+5,358
+1,553% +$377K 0.28% 21
2016
Q4 		$25K Sell
345
-240
-41% -$17.8K 0.02% 137
2016
Q3 		$46K Hold
585
– – 0.04% 105
2016
Q2 		$49K Buy
585
+79
+16% +$7.01K 0.04% 105
2016
Q1 		$46K Buy
506
+50
+11% +$4.51K 0.03% 110
2015
Q4 		$46K Sell
456
-375
-45% -$39K 0.04% 113
2015
Q3 		$82K Hold
831
– – 0.07% 61
2015
Q2 		$97K Buy
831
+17
+2% +$1.86K 0.07% 62
2015
Q1 		$80K Hold
814
– – 0.06% 66
2014
Q4 		$76K Hold
814
– – 0.05% 69
2014
Q3 		$87K Hold
814
– – 0.06% 71
2014
Q2 		$67K Sell
814
-2,369
-74% -$184K 0.05% 75
2014
Q1 		$226K Sell
3,183
-113
-3% -$8.86K 0.12% 33
2013
Q4 		$248K Buy
+3,296
New +$230K 0.16% 38

Other funds holding GILD

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Lenox Wealth Management increased its Gilead Sciences (GILD) stake by 23% in Q2 2020, buying an estimated $179K and bringing the position to 12,414 shares worth $955K. The position accounts for 0.29% of the portfolio, ranked #68.

Lenox Wealth Management first reported a position in GILD in Q4 2013 and has held it in 27 quarters since. 1,625 funds tracked by Wall St. Rank hold GILD as of Q2 2020.

  • Lenox Wealth Management held 12,414 shares of Gilead Sciences worth $955K as of Q2 2020.
  • Lenox Wealth Management bought 2,339 Gilead Sciences shares in Q2 2020, an estimated $179K.
  • Gilead Sciences made up 0.29% of Lenox Wealth Management's portfolio in Q2 2020, its #68 holding.
  • Lenox Wealth Management first reported a position in Gilead Sciences in Q4 2013 and has held it in 27 quarters since.
  • 1,625 funds tracked by Wall St. Rank held Gilead Sciences as of Q2 2020.

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