LWM
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Lenox Wealth Management’s TD Synnex SNX Stock Holding History

Lenox Wealth Management’s Portfolio SNX Stock Details SNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$155K Hold
2,598
– – 0.05% 166
2020
Q1 		$94K Hold
2,598
– – 0.03% 199
2019
Q4 		$167K Hold
2,598
– – 0.05% 161
2019
Q3 		$146K Hold
2,598
– – 0.04% 162
2019
Q2 		$127K Hold
2,598
– – 0.04% 166
2019
Q1 		$124K Buy
2,598
+1,412
+119% +$66.8K 0.04% 159
2018
Q4 		$6K Buy
+1,186
New +$46.9K ﹤0.01% 448
2018
Q2 		– Sell
-166
Closed -$9K – 605
2018
Q1 		$9K Sell
166
-34
-17% -$2.12K ﹤0.01% 363
2017
Q4 		$14K Buy
200
+18
+10% +$1.19K ﹤0.01% 351
2017
Q3 		$11K Buy
182
+96
+112% +$5.66K ﹤0.01% 386
2017
Q2 		$5K Buy
+86
New +$4.81K ﹤0.01% 426

Other funds holding SNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return