Lenox Wealth Management’s Nebius Group N.V. NBIS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$939K	Buy	18,782 +41	+0.2%	+$1.64K	0.29%	71
2020 Q1	$638K	Sell	18,741 -911	-5%	-$37.6K	0.22%	76
2019 Q4	$855K	Sell	19,652 -698	-3%	-$26K	0.24%	71
2019 Q3	$712K	Sell	20,350 -191	-0.9%	-$7.21K	0.21%	74
2019 Q2	$780K	Sell	20,541 -71	-0.3%	-$2.64K	0.23%	72
2019 Q1	$708K	Buy	+20,612	New	+$683K	0.22%	75

Other funds holding NBIS

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

GIM

Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Lenox Wealth Management increased its Nebius Group N.V. (NBIS) stake by 0.22% in Q2 2020, buying an estimated $1.64K and bringing the position to 18,782 shares worth $939K. The position accounts for 0.29% of the portfolio, ranked #71.

Lenox Wealth Management first reported a position in NBIS in Q1 2019 and has held it in 6 quarters since. 297 funds tracked by Wall St. Rank hold NBIS as of Q2 2020.

Lenox Wealth Management held 18,782 shares of Nebius Group N.V. worth $939K as of Q2 2020.
Lenox Wealth Management bought 41 Nebius Group N.V. shares in Q2 2020, an estimated $1.64K.
Nebius Group N.V. made up 0.29% of Lenox Wealth Management's portfolio in Q2 2020, its #71 holding.
Lenox Wealth Management first reported a position in Nebius Group N.V. in Q1 2019 and has held it in 6 quarters since.
297 funds tracked by Wall St. Rank held Nebius Group N.V. as of Q2 2020.

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