Number of Shares
103,803.00
Current Holdings Value*
$5.50 Mil
% of Portfolio
1.71%
Total Estimate Gain
$4.83 Mil
% of Total Estimate Gain
127.27%

Lenox Wealth Management, Inc.'s Lonza Group Ltd Holding Summary

As of 2020-06-30, Lenox Wealth Management, Inc. held 103,803.00 shares of Lonza Group Ltd(LZAGY), totaling $5.50 Mil. This investment constitutes 1.71% of their stock portfolio, and Lenox Wealth Management, Inc. now holds 0.01% of the outstanding Lonza Group Ltd(LZAGY) stock.

The initial trade took place in 2018Q3. And since then Lenox Wealth Management, Inc. has made 2 purchases of LZAGY, at an average price of $28.39, for a total of 133,556.00 shares. In addition, there have been 5 sales at an average price of $39.15 for 29,753.00 shares. Based on historical transaction data and LZAGY's current price of $71.80, Lenox Wealth Management, Inc.'s estimated gain on his LZAGY holdings is $4.83 Mil, reflecting a 127.27% gain to date.

Lenox Wealth Management, Inc. LZAGY ($71.80) Holding Chart

Lenox Wealth Management, Inc. LZAGY ($71.80) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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