Lenox Wealth Management’s Welltower WELL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$1K	Sell	24 -24	-50%	-$1.18K	﹤0.01%	714
2020 Q1	$2K	Buy	+48	New	+$3.54K	﹤0.01%	629
2019 Q1	–	Sell	-1,167	Closed	-$63K	–	711
2018 Q4	$63K	Buy	1,167 +1,082	+1,273%	+$73.6K	0.02%	199
2018 Q3	$5K	Buy	+85	New	+$5.49K	﹤0.01%	507

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Lenox Wealth Management reduced its Welltower (WELL) stake by 50% in Q2 2020, selling an estimated $1.18K and leaving 24 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

Lenox Wealth Management first reported a position in WELL in Q3 2018 and has held it in 4 quarters since. The position peaked at $63K in Q4 2018. 731 funds tracked by Wall St. Rank hold WELL as of Q2 2020.

Lenox Wealth Management held 24 shares of Welltower worth $1K as of Q2 2020.
Lenox Wealth Management sold 24 Welltower shares in Q2 2020, an estimated $1.18K.
Welltower made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #714 holding.
Lenox Wealth Management first reported a position in Welltower in Q3 2018 and has held it in 4 quarters since.
Lenox Wealth Management's Welltower position peaked at $63K in Q4 2018.
731 funds tracked by Wall St. Rank held Welltower as of Q2 2020.

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