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Lenox Wealth Management’s Hilltop Holdings HTH Stock Holding History

Lenox Wealth Management’s Portfolio HTH Stock Details HTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-17,644
Closed -$266K – 760
2020
Q1 		$266K Buy
17,644
+394
+2% +$8.34K 0.09% 111
2019
Q4 		$430K Sell
17,250
-833
-5% -$20.3K 0.12% 102
2019
Q3 		$432K Sell
18,083
-777
-4% -$17.8K 0.13% 98
2019
Q2 		$401K Sell
18,860
-626
-3% -$12.6K 0.12% 92
2019
Q1 		$356K Sell
19,486
-397
-2% -$7.38K 0.11% 97
2018
Q4 		$355K Buy
+19,883
New +$377K 0.12% 93
2018
Q2 		– Sell
-373
Closed -$8K – 589
2018
Q1 		$8K Sell
373
-138
-27% -$3.5K ﹤0.01% 372
2017
Q4 		$13K Buy
511
+74
+17% +$1.81K ﹤0.01% 357
2017
Q3 		$11K Buy
437
+234
+115% +$5.88K ﹤0.01% 381
2017
Q2 		$5K Buy
+203
New +$5.38K ﹤0.01% 424

Other funds holding HTH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Lenox Wealth Management sold out of Hilltop Holdings (HTH) in Q2 2020, closing a stake of 17,644 shares — an estimated $266K sold.

Lenox Wealth Management first reported a position in HTH in Q2 2017 and held it in 10 quarters. The position peaked at $432K in Q3 2019. 182 funds tracked by Wall St. Rank hold HTH as of Q2 2020.

  • Lenox Wealth Management reported no remaining Hilltop Holdings position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Management sold 17,644 Hilltop Holdings shares in Q2 2020, an estimated $266K.
  • Lenox Wealth Management first reported a position in Hilltop Holdings in Q2 2017 and held it in 10 quarters.
  • Lenox Wealth Management's Hilltop Holdings position peaked at $432K in Q3 2019.
  • 182 funds tracked by Wall St. Rank held Hilltop Holdings as of Q2 2020.

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