LWM
NJ

Lenox Wealth Management’s NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK NJ Stock Holding History

Lenox Wealth Management’s Portfolio NJ Stock Details NJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$1.35M Buy
80,756
+42,169
+109% +$707K 0.41% 44
2020
Q1 		$1.02M Buy
38,587
+357
+0.9% +$9.4K 0.35% 47
2019
Q4 		$1.31M Sell
38,230
-1,513
-4% -$51.8K 0.37% 48
2019
Q3 		$1.34M Sell
39,743
-255
-0.6% -$8.62K 0.39% 43
2019
Q2 		$1.37M Buy
39,998
+251
+0.6% +$8.6K 0.41% 42
2019
Q1 		$1.27M Buy
39,747
+925
+2% +$29.5K 0.4% 43
2018
Q4 		$1.09M Buy
38,822
+291
+0.8% +$8.16K 0.37% 47
2018
Q3 		$1.38M Sell
38,531
-340
-0.9% -$12.2K 0.41% 44
2018
Q2 		$1.46M Buy
38,871
+1,021
+3% +$38.3K 0.47% 39
2018
Q1 		$1.46M Sell
37,850
-3,009
-7% -$116K 0.47% 44
2017
Q4 		$1.44M Buy
40,859
+6,307
+18% +$222K 0.44% 50
2017
Q3 		$1.06M Buy
34,552
+7,600
+28% +$233K 0.36% 51
2017
Q2 		$690K Buy
+26,952
New +$690K 0.28% 63

Other funds holding NJ

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TWI
Thomas White International Chicago, Illinois $480M AUM 11.77% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
PPCM
Pillar Pacific Capital Management Pacifica, California $1.29B AUM 80.18% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
S
SimplyRich Carlsbad, California $391M AUM 24.42% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.12B AUM 21.35% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

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

Lenox Wealth Management increased its NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK (NJ) stake by 109% in Q2 2020, buying an estimated $707K and bringing the position to 80,756 shares worth $1.35M. The position accounts for 0.41% of the portfolio, ranked #44.

Lenox Wealth Management first reported a position in NJ in Q2 2017 and has held it in 13 quarters since. The position peaked at $1.46M in Q2 2018. 16 funds tracked by Wall St. Rank hold NJ as of Q2 2020.

  • Lenox Wealth Management held 80,756 shares of NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK worth $1.35M as of Q2 2020.
  • Lenox Wealth Management bought 42,169 NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK shares in Q2 2020, an estimated $707K.
  • NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK made up 0.41% of Lenox Wealth Management's portfolio in Q2 2020, its #44 holding.
  • Lenox Wealth Management first reported a position in NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK in Q2 2017 and has held it in 13 quarters since.
  • Lenox Wealth Management's NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK position peaked at $1.46M in Q2 2018.
  • 16 funds tracked by Wall St. Rank held NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK as of Q2 2020.

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