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Weatherly Asset Management’s LXP Industrial Trust LXP Stock Holding History

Weatherly Asset Management’s Portfolio LXP Stock Details LXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-4,984
Closed -$298K – 202
2021
Q2 		$298K Buy
+4,984
New +$303K 0.04% 167

Other funds holding LXP

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
LBIM
Land & Buildings Investment Management Stamford, Connecticut $583M AUM 24.42% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Weatherly Asset Management's LXP Position: Q3 2021 in Review

Weatherly Asset Management sold out of LXP Industrial Trust (LXP) in Q3 2021, closing a stake of 4,984 shares — an estimated $298K sold.

Weatherly Asset Management first reported a position in LXP in Q2 2021 and held it in 1 quarter. The position peaked at $298K in Q2 2021. 280 funds tracked by Wall St. Rank hold LXP as of Q3 2021.

  • Weatherly Asset Management reported no remaining LXP Industrial Trust position as of Q3 2021 after selling out during the quarter.
  • Weatherly Asset Management sold 4,984 LXP Industrial Trust shares in Q3 2021, an estimated $298K.
  • Weatherly Asset Management first reported a position in LXP Industrial Trust in Q2 2021 and held it in 1 quarter.
  • Weatherly Asset Management's LXP Industrial Trust position peaked at $298K in Q2 2021.
  • 280 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q3 2021.

Based on Weatherly Asset Management's 13F filing for Q3 2021, filed 5 Nov 2021.