Lenox Wealth Management’s Mizuho Financial MFG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$12K	Buy	5,072 +79	+2%	+$188	﹤0.01%	414
2020 Q1	$11K	Buy	+4,993	New	+$13.6K	﹤0.01%	378
2019 Q2	–	Sell	-3,480	Closed	-$11K	–	701
2019 Q1	$11K	Buy	3,480 +204	+6%	+$639	﹤0.01%	432
2018 Q4	$10K	Buy	3,276 +3,215	+5,270%	+$10.7K	﹤0.01%	392
2018 Q3	$1K	Buy	+61	New	+$213	﹤0.01%	618

Other funds holding MFG

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

ACC

Accident Compensation Corp Wellington, New Zealand $497M AUM 4.35% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

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

Lenox Wealth Management increased its Mizuho Financial (MFG) stake by 1.6% in Q2 2020, buying an estimated $188 and bringing the position to 5,072 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Lenox Wealth Management first reported a position in MFG in Q3 2018 and has held it in 5 quarters since. 103 funds tracked by Wall St. Rank hold MFG as of Q2 2020.

Lenox Wealth Management held 5,072 shares of Mizuho Financial worth $12K as of Q2 2020.
Lenox Wealth Management bought 79 Mizuho Financial shares in Q2 2020, an estimated $188.
Mizuho Financial made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #414 holding.
Lenox Wealth Management first reported a position in Mizuho Financial in Q3 2018 and has held it in 5 quarters since.
103 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2020.

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