Lenox Wealth Management’s Genuine Parts GPC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-24	Closed	-$2K	–	707
2019 Q2	$2K	Hold	24	–	–	﹤0.01%	596
2019 Q1	$3K	Hold	24	–	–	﹤0.01%	579
2018 Q4	$2K	Hold	24	–	–	﹤0.01%	555
2018 Q3	$2K	Hold	24	–	–	﹤0.01%	579
2018 Q2	$2K	Sell	24 -39	-62%	-$3.56K	﹤0.01%	502
2018 Q1	$1K	Buy	+63	New	+$6.09K	﹤0.01%	459

Other funds holding GPC

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Lenox Wealth Management's GPC Position: Q3 2019 in Review

Lenox Wealth Management sold out of Genuine Parts (GPC) in Q3 2019, closing a stake of 24 shares — an estimated $2K sold.

Lenox Wealth Management first reported a position in GPC in Q1 2018 and held it in 6 quarters. The position peaked at $3K in Q1 2019. 754 funds tracked by Wall St. Rank hold GPC as of Q3 2019.

Lenox Wealth Management reported no remaining Genuine Parts position as of Q3 2019 after selling out during the quarter.
Lenox Wealth Management sold 24 Genuine Parts shares in Q3 2019, an estimated $2K.
Lenox Wealth Management first reported a position in Genuine Parts in Q1 2018 and held it in 6 quarters.
Lenox Wealth Management's Genuine Parts position peaked at $3K in Q1 2019.
754 funds tracked by Wall St. Rank held Genuine Parts as of Q3 2019.

Based on Lenox Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.