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Lenox Wealth Management’s S&P Global SPGI Stock Holding History

Lenox Wealth Management’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$163K Buy
+497
New +$149K 0.05% 159
2019
Q4 		– Sell
-83
Closed -$20K – 742
2019
Q3 		$20K Buy
+83
New +$20.7K 0.01% 360

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Lenox Wealth Management opened a new position in S&P Global (SPGI) in Q2 2020: 497 shares worth $163K. The stake represents 0.05% of the portfolio and ranks #159 among its holdings. This is a return to the name: Lenox Wealth Management previously reported a position in SPGI as recently as Q3 2019.

Lenox Wealth Management first reported a position in SPGI in Q3 2019 and has held it in 2 quarters since. 1,179 funds tracked by Wall St. Rank hold SPGI as of Q2 2020.

  • Lenox Wealth Management held 497 shares of S&P Global worth $163K as of Q2 2020.
  • S&P Global was a new Lenox Wealth Management position in Q2 2020.
  • S&P Global made up 0.05% of Lenox Wealth Management's portfolio in Q2 2020, its #159 holding.
  • Lenox Wealth Management first reported a position in S&P Global in Q3 2019 and has held it in 2 quarters since.
  • 1,179 funds tracked by Wall St. Rank held S&P Global as of Q2 2020.

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