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Lenox Wealth Management’s Invitation Homes INVH Stock Holding History

Lenox Wealth Management’s Portfolio INVH Stock Details INVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$294K Buy
10,704
+985
+10% +$24.7K 0.09% 120
2020
Q1 		$207K Buy
9,719
+296
+3% +$8.38K 0.07% 134
2019
Q4 		$282K Buy
9,423
+154
+2% +$4.62K 0.08% 129
2019
Q3 		$274K Buy
9,269
+9,130
+6,568% +$257K 0.08% 122
2019
Q2 		$3K Buy
+139
New +$3.54K ﹤0.01% 567
2019
Q1 		– Sell
-121
Closed -$22K – 693
2018
Q4 		$22K Buy
121
+18
+17% +$385 0.01% 280
2018
Q3 		$22K Buy
+103
New +$2.4K 0.01% 310

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

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

Lenox Wealth Management increased its Invitation Homes (INVH) stake by 10% in Q2 2020, buying an estimated $24.7K and bringing the position to 10,704 shares worth $294K. The position accounts for 0.09% of the portfolio, ranked #120.

Lenox Wealth Management first reported a position in INVH in Q3 2018 and has held it in 7 quarters since. 375 funds tracked by Wall St. Rank hold INVH as of Q2 2020.

  • Lenox Wealth Management held 10,704 shares of Invitation Homes worth $294K as of Q2 2020.
  • Lenox Wealth Management bought 985 Invitation Homes shares in Q2 2020, an estimated $24.7K.
  • Invitation Homes made up 0.09% of Lenox Wealth Management's portfolio in Q2 2020, its #120 holding.
  • Lenox Wealth Management first reported a position in Invitation Homes in Q3 2018 and has held it in 7 quarters since.
  • 375 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2020.

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