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Lyons Wealth Management’s Gentex GNTX Stock Holding History

Lyons Wealth Management’s Portfolio GNTX Stock Details GNTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-41,711
Closed -$824K – 53
2017
Q3 		$824K Buy
41,711
+2,229
+6% +$40.5K 1.24% 17
2017
Q2 		$752K Buy
39,482
+1,758
+5% +$34.3K 1.05% 33
2017
Q1 		$803K Buy
+37,724
New +$792K 0.85% 27

Other funds holding GNTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Lyons Wealth Management's GNTX Position: Q4 2017 in Review

Lyons Wealth Management sold out of Gentex (GNTX) in Q4 2017, closing a stake of 41,711 shares — an estimated $824K sold.

Lyons Wealth Management first reported a position in GNTX in Q1 2017 and held it in 3 quarters. The position peaked at $824K in Q3 2017. 443 funds tracked by Wall St. Rank hold GNTX as of Q4 2017.

  • Lyons Wealth Management reported no remaining Gentex position as of Q4 2017 after selling out during the quarter.
  • Lyons Wealth Management sold 41,711 Gentex shares in Q4 2017, an estimated $824K.
  • Lyons Wealth Management first reported a position in Gentex in Q1 2017 and held it in 3 quarters.
  • Lyons Wealth Management's Gentex position peaked at $824K in Q3 2017.
  • 443 funds tracked by Wall St. Rank held Gentex as of Q4 2017.

Based on Lyons Wealth Management's 13F filing for Q4 2017, filed 8 Feb 2018.