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Lenox Wealth Management’s Goldman Sachs GS Stock Holding History

Lenox Wealth Management’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$27K Sell
141
-10
-7% -$1.88K 0.01% 321
2020
Q1 		$23K Hold
151
– – 0.01% 317
2019
Q4 		$35K Hold
151
– – 0.01% 301
2019
Q3 		$31K Sell
151
-169
-53% -$35.3K 0.01% 306
2019
Q2 		$65K Sell
320
-8
-2% -$1.58K 0.02% 226
2019
Q1 		$63K Buy
328
+8
+3% +$1.54K 0.02% 226
2018
Q4 		$53K Buy
320
+27
+9% +$5.45K 0.02% 206
2018
Q3 		$66K Sell
293
-5
-2% -$1.16K 0.02% 219
2018
Q2 		$66K Sell
298
-7
-2% -$1.67K 0.02% 202
2018
Q1 		$76K Buy
305
+35
+13% +$9.11K 0.02% 182
2017
Q4 		$69K Hold
270
– – 0.02% 183
2017
Q3 		$64K Sell
270
-6
-2% -$1.35K 0.02% 199
2017
Q2 		$61K Sell
276
-32
-10% -$7.11K 0.02% 191
2017
Q1 		$71K Sell
308
-51
-14% -$12.3K 0.05% 73
2016
Q4 		$86K Buy
359
+4
+1% +$812 0.07% 68
2016
Q3 		$57K Sell
355
-3
-0.8% -$488 0.05% 95
2016
Q2 		$53K Sell
358
-20
-5% -$3.12K 0.04% 103
2016
Q1 		$59K Sell
378
-75
-17% -$11.6K 0.04% 98
2015
Q4 		$82K Sell
453
-158
-26% -$29.4K 0.06% 80
2015
Q3 		$106K Buy
611
+15
+3% +$2.94K 0.09% 52
2015
Q2 		$124K Sell
596
-2
-0.3% -$408 0.09% 49
2015
Q1 		$112K Sell
598
-100
-14% -$18.6K 0.08% 57
2014
Q4 		$135K Sell
698
-1
-0.1% -$188 0.09% 51
2014
Q3 		$128K Sell
699
-18
-3% -$3.16K 0.09% 56
2014
Q2 		$120K Sell
717
-129
-15% -$20.8K 0.08% 64
2014
Q1 		$139K Sell
846
-146
-15% -$24.6K 0.07% 63
2013
Q4 		$176K Buy
+992
New +$164K 0.12% 53

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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 GS Position: Q2 2020 in Review

Lenox Wealth Management reduced its Goldman Sachs (GS) stake by 6.6% in Q2 2020, selling an estimated $1.88K and leaving 141 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #321.

Lenox Wealth Management first reported a position in GS in Q4 2013 and has held it in 27 quarters since. The position peaked at $176K in Q4 2013. 1,300 funds tracked by Wall St. Rank hold GS as of Q2 2020.

  • Lenox Wealth Management held 141 shares of Goldman Sachs worth $27K as of Q2 2020.
  • Lenox Wealth Management sold 10 Goldman Sachs shares in Q2 2020, an estimated $1.88K.
  • Goldman Sachs made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #321 holding.
  • Lenox Wealth Management first reported a position in Goldman Sachs in Q4 2013 and has held it in 27 quarters since.
  • Lenox Wealth Management's Goldman Sachs position peaked at $176K in Q4 2013.
  • 1,300 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2020.

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