LWM
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Lenox Wealth Management’s KB Financial Group KB Stock Holding History

Lenox Wealth Management’s Portfolio KB Stock Details KB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$11K Sell
407
-26
-6% -$710 ﹤0.01% 425
2020
Q1 		$11K Buy
433
+248
+134% +$8.4K ﹤0.01% 377
2019
Q4 		$8K Hold
185
– – ﹤0.01% 476
2019
Q3 		$6K Buy
+185
New +$6.52K ﹤0.01% 512
2019
Q1 		– Sell
-181
Closed -$18K – 694
2018
Q4 		$18K Buy
+181
New +$7.92K 0.01% 310

Other funds holding KB

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Lenox Wealth Management reduced its KB Financial Group (KB) stake by 6% in Q2 2020, selling an estimated $710 and leaving 407 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Lenox Wealth Management first reported a position in KB in Q4 2018 and has held it in 5 quarters since. The position peaked at $18K in Q4 2018. 132 funds tracked by Wall St. Rank hold KB as of Q2 2020.

  • Lenox Wealth Management held 407 shares of KB Financial Group worth $11K as of Q2 2020.
  • Lenox Wealth Management sold 26 KB Financial Group shares in Q2 2020, an estimated $710.
  • KB Financial Group made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #425 holding.
  • Lenox Wealth Management first reported a position in KB Financial Group in Q4 2018 and has held it in 5 quarters since.
  • Lenox Wealth Management's KB Financial Group position peaked at $18K in Q4 2018.
  • 132 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2020.

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