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Lenox Wealth Management, Inc. Buys Symrise AG, Dassault Systemes SE, Sage Group (The) PLC, Sells ishares Gold Trust, SPDR Gold Trust, ASML Holding NV

Cincinnati, OH, based Investment company Lenox Wealth Management, Inc. (Current Portfolio) buys Symrise AG, Dassault Systemes SE, Sage Group (The) PLC, KOSE Corp, Alibaba Group Holding, sells ishares Gold Trust, SPDR Gold Trust, ASML Holding NV, CAE Inc, Amadeus IT Group SA during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Lenox Wealth Management, Inc.. As of 2020Q1, Lenox Wealth Management, Inc. owns 732 stocks with a total value of $288 million. These are the details of the buys and sells.

For the details of Lenox Wealth Management, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/lenox+wealth+management%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Lenox Wealth Management, Inc.
  1. Procter & Gamble Co (PG) - 419,735 shares, 16.01% of the total portfolio. Shares added by 7.36%
  2. Berkshire Hathaway Inc (BRK.B) - 193,384 shares, 12.26% of the total portfolio. Shares added by 1.16%
  3. iShares Floating Rate Bond (FLOT) - 288,681 shares, 4.89% of the total portfolio. Shares added by 3.16%
  4. iShares iBoxx $ High Yield Corporate Bond (HYG) - 135,398 shares, 3.62% of the total portfolio. Shares added by 3.22%
  5. iShares 1-3 Year Credit Bond ETF (IGSB) - 182,293 shares, 3.31% of the total portfolio. Shares added by 2.04%
New Purchase: Sage Group (The) PLC (SGPYY)

Lenox Wealth Management, Inc. initiated holding in Sage Group (The) PLC. The purchase prices were between $25.52 and $41.68, with an estimated average price of $36.79. The stock is now traded at around $31.64. The impact to a portfolio due to this purchase was 0.8%. The holding were 78,595 shares as of .

New Purchase: Galapagos NV (GLPG)

Lenox Wealth Management, Inc. initiated holding in Galapagos NV. The purchase prices were between $143 and $274.03, with an estimated average price of $215.9. The stock is now traded at around $218.15. The impact to a portfolio due to this purchase was 0.26%. The holding were 3,897 shares as of .

New Purchase: PJSC Lukoil (LUKOY)

Lenox Wealth Management, Inc. initiated holding in PJSC Lukoil. The purchase prices were between $46.37 and $108.68, with an estimated average price of $89.52. The stock is now traded at around $60.31. The impact to a portfolio due to this purchase was 0.17%. The holding were 8,262 shares as of .

New Purchase: Matador Resources Co (MTDR)

Lenox Wealth Management, Inc. initiated holding in Matador Resources Co. The purchase prices were between $1.2 and $19.66, with an estimated average price of $11.22. The stock is now traded at around $3.32. The impact to a portfolio due to this purchase was 0.11%. The holding were 122,932 shares as of .

New Purchase: Scorpio Tankers Inc (STNG)

Lenox Wealth Management, Inc. initiated holding in Scorpio Tankers Inc. The purchase prices were between $13.02 and $39.69, with an estimated average price of $24.1. The stock is now traded at around $21.36. The impact to a portfolio due to this purchase was 0.11%. The holding were 16,639 shares as of .

New Purchase: US Concrete Inc (USCR)

Lenox Wealth Management, Inc. initiated holding in US Concrete Inc. The purchase prices were between $9.67 and $41.66, with an estimated average price of $31.19. The stock is now traded at around $16.31. The impact to a portfolio due to this purchase was 0.1%. The holding were 15,150 shares as of .

Added: Symrise AG (SYIEY)

Lenox Wealth Management, Inc. added to a holding in Symrise AG by 139726.88%. The purchase prices were between $19.79 and $26.98, with an estimated average price of $24.83. The stock is now traded at around $25.95. The impact to a portfolio due to this purchase was 1.03%. The holding were 130,039 shares as of .

Added: Dassault Systemes SE (DASTY)

Lenox Wealth Management, Inc. added to a holding in Dassault Systemes SE by 208.85%. The purchase prices were between $116.99 and $179, with an estimated average price of $160.53. The stock is now traded at around $151.11. The impact to a portfolio due to this purchase was 0.8%. The holding were 22,957 shares as of .

Added: KOSE Corp (KSRYY)

Lenox Wealth Management, Inc. added to a holding in KOSE Corp by 65.97%. The purchase prices were between $20.51 and $32.27, with an estimated average price of $26.62. The stock is now traded at around $25.97. The impact to a portfolio due to this purchase was 0.56%. The holding were 167,726 shares as of .

Added: Alibaba Group Holding Ltd (BABA)

Lenox Wealth Management, Inc. added to a holding in Alibaba Group Holding Ltd by 310.27%. The purchase prices were between $176.34 and $230.48, with an estimated average price of $209.23. The stock is now traded at around $215.62. The impact to a portfolio due to this purchase was 0.33%. The holding were 6,589 shares as of .

Added: Raytheon Co (RTN)

Lenox Wealth Management, Inc. added to a holding in Raytheon Co by 22648.57%. The purchase prices were between $112.61 and $232.31, with an estimated average price of $199.29. The stock is now traded at around $116.96. The impact to a portfolio due to this purchase was 0.26%. The holding were 7,962 shares as of .

Added: CVS Health Corp (CVS)

Lenox Wealth Management, Inc. added to a holding in CVS Health Corp by 480.60%. The purchase prices were between $52.3 and $76.05, with an estimated average price of $67.09. The stock is now traded at around $63.13. The impact to a portfolio due to this purchase was 0.23%. The holding were 13,435 shares as of .

Sold Out: InterXion Holding NV (INXN)

Lenox Wealth Management, Inc. sold out a holding in InterXion Holding NV. The sale prices were between $76 and $96.63, with an estimated average price of $88.47.

Sold Out: Momo Inc (MOMO)

Lenox Wealth Management, Inc. sold out a holding in Momo Inc. The sale prices were between $20 and $40.64, with an estimated average price of $30.02.

Sold Out: SK Telecom Co Ltd (SKM)

Lenox Wealth Management, Inc. sold out a holding in SK Telecom Co Ltd. The sale prices were between $14.46 and $23.11, with an estimated average price of $20.27.

Sold Out: Cleveland-Cliffs Inc (CLF)

Lenox Wealth Management, Inc. sold out a holding in Cleveland-Cliffs Inc. The sale prices were between $3.07 and $8.4, with an estimated average price of $6.36.

Sold Out: WPX Energy Inc (WPX)

Lenox Wealth Management, Inc. sold out a holding in WPX Energy Inc. The sale prices were between $2.11 and $14.14, with an estimated average price of $9.58.

Sold Out: Century Communities Inc (CCS)

Lenox Wealth Management, Inc. sold out a holding in Century Communities Inc. The sale prices were between $10.35 and $38.81, with an estimated average price of $28.72.



Here is the complete portfolio of Lenox Wealth Management, Inc.. Also check out:

1. Lenox Wealth Management, Inc.'s Undervalued Stocks
2. Lenox Wealth Management, Inc.'s Top Growth Companies, and
3. Lenox Wealth Management, Inc.'s High Yield stocks
4. Stocks that Lenox Wealth Management, Inc. keeps buying

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