LWM
VE

Lenox Wealth Management’s VEOLIA ENVIRONNEMENT VE Stock Holding History

Lenox Wealth Management’s Portfolio VE Stock Details VE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$214K Buy
9,497
+180
+2% +$4.06K 0.07% 144
2020
Q1 		$197K Buy
9,317
+250
+3% +$5.29K 0.07% 140
2019
Q4 		$241K Sell
9,067
-678
-7% -$18K 0.07% 134
2019
Q3 		$246K Buy
9,745
+343
+4% +$8.66K 0.07% 130
2019
Q2 		$228K Buy
9,402
+410
+5% +$9.94K 0.07% 124
2019
Q1 		$201K Buy
8,992
+384
+4% +$8.58K 0.06% 126
2018
Q4 		$176K Buy
8,608
+330
+4% +$6.75K 0.06% 127
2018
Q3 		$165K Sell
8,278
-1,023
-11% -$20.4K 0.05% 157
2018
Q2 		$198K Buy
9,301
+9,250
+18,137% +$197K 0.06% 136
2018
Q1 		$3K Buy
+51
New +$3K ﹤0.01% 429

Other funds holding VE

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
BIC
Beach Investment Counsel West Conshohocken, Pennsylvania $679M AUM 20.28% 1-Year Est. Return
ACM
Ativo Capital Management Chicago, Illinois $115M AUM 19.02% 1-Year Est. Return
DWA
Douglass Winthrop Advisors New York $5.46B AUM 11.49% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

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

Lenox Wealth Management increased its VEOLIA ENVIRONNEMENT (VE) stake by 1.9% in Q2 2020, buying an estimated $4.06K and bringing the position to 9,497 shares worth $214K. The position accounts for 0.07% of the portfolio, ranked #144.

Lenox Wealth Management first reported a position in VE in Q1 2018 and has held it in 10 quarters since. The position peaked at $246K in Q3 2019. 22 funds tracked by Wall St. Rank hold VE as of Q2 2020.

  • Lenox Wealth Management held 9,497 shares of VEOLIA ENVIRONNEMENT worth $214K as of Q2 2020.
  • Lenox Wealth Management bought 180 VEOLIA ENVIRONNEMENT shares in Q2 2020, an estimated $4.06K.
  • VEOLIA ENVIRONNEMENT made up 0.07% of Lenox Wealth Management's portfolio in Q2 2020, its #144 holding.
  • Lenox Wealth Management first reported a position in VEOLIA ENVIRONNEMENT in Q1 2018 and has held it in 10 quarters since.
  • Lenox Wealth Management's VEOLIA ENVIRONNEMENT position peaked at $246K in Q3 2019.
  • 22 funds tracked by Wall St. Rank held VEOLIA ENVIRONNEMENT as of Q2 2020.

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