1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

Lenox Wealth Management, Inc. Buys iShares 1-3 Year Credit Bond ETF, iShares 7-10 Year Treasury Bond ETF, Experian PLC, Sells iShares Floating Rate Bond, iShares 1-3 Year Treasury Bond ETF, iShares 20+ Year Treasury Bond ETF

Cincinnati, OH, based Investment company Lenox Wealth Management, Inc. (Current Portfolio) buys iShares 1-3 Year Credit Bond ETF, iShares 7-10 Year Treasury Bond ETF, Experian PLC, Sage Group (The) PLC, Sysmex Corp, sells iShares Floating Rate Bond, iShares 1-3 Year Treasury Bond ETF, iShares 20+ Year Treasury Bond ETF, Total SE, Essilorluxottica during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Lenox Wealth Management, Inc.. As of 2020Q2, Lenox Wealth Management, Inc. owns 785 stocks with a total value of $321 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) - 418,829 shares, 15.60% of the total portfolio. Shares reduced by 0.22%
  2. Berkshire Hathaway Inc (BRK.B) - 199,367 shares, 11.09% of the total portfolio. Shares added by 3.09%
  3. iShares 1-3 Year Credit Bond ETF (IGSB) - 271,680 shares, 4.63% of the total portfolio. Shares added by 49.03%
  4. iShares iBoxx $ High Yield Corporate Bond (HYG) - 147,725 shares, 3.76% of the total portfolio. Shares added by 9.10%
  5. iShares Floating Rate Bond (FLOT) - 147,590 shares, 2.33% of the total portfolio. Shares reduced by 48.87%
New Purchase: Ascendis Pharma A/S (ASND)

Lenox Wealth Management, Inc. initiated holding in Ascendis Pharma A/S. The purchase prices were between $110.87 and $156.01, with an estimated average price of $136.82. The stock is now traded at around $139.87. The impact to a portfolio due to this purchase was 0.29%. The holding were 6,273 shares as of .

New Purchase: uniQure NV (QURE)

Lenox Wealth Management, Inc. initiated holding in uniQure NV. The purchase prices were between $45.06 and $67.74, with an estimated average price of $58.84. The stock is now traded at around $40.37. The impact to a portfolio due to this purchase was 0.15%. The holding were 10,965 shares as of .

New Purchase: Vinci SA (VCISY)

Lenox Wealth Management, Inc. initiated holding in Vinci SA. The purchase prices were between $17.12 and $25.51, with an estimated average price of $21.49. The stock is now traded at around $22.97. The impact to a portfolio due to this purchase was 0.12%. The holding were 16,649 shares as of .

New Purchase: Equity Lifestyle Properties Inc (ELS)

Lenox Wealth Management, Inc. initiated holding in Equity Lifestyle Properties Inc. The purchase prices were between $52.37 and $66.68, with an estimated average price of $61.38. The stock is now traded at around $66.08. The impact to a portfolio due to this purchase was 0.12%. The holding were 6,017 shares as of .

New Purchase: JD.com Inc (JD)

Lenox Wealth Management, Inc. initiated holding in JD.com Inc. The purchase prices were between $39.89 and $62.01, with an estimated average price of $50.34. The stock is now traded at around $62.19. The impact to a portfolio due to this purchase was 0.07%. The holding were 3,858 shares as of .

New Purchase: Pool Corp (POOL)

Lenox Wealth Management, Inc. initiated holding in Pool Corp. The purchase prices were between $178.27 and $271.87, with an estimated average price of $230.58. The stock is now traded at around $309.57. The impact to a portfolio due to this purchase was 0.06%. The holding were 658 shares as of .

Added: iShares 1-3 Year Credit Bond ETF (IGSB)

Lenox Wealth Management, Inc. added to a holding in iShares 1-3 Year Credit Bond ETF by 49.03%. The purchase prices were between $51.65 and $54.62, with an estimated average price of $53.63. The stock is now traded at around $54.95. The impact to a portfolio due to this purchase was 1.52%. The holding were 271,680 shares as of .

Added: iShares 7-10 Year Treasury Bond ETF (IEF)

Lenox Wealth Management, Inc. added to a holding in iShares 7-10 Year Treasury Bond ETF by 169352.63%. The purchase prices were between $119.66 and $122.05, with an estimated average price of $121.27. The stock is now traded at around $122.29. The impact to a portfolio due to this purchase was 1.22%. The holding were 32,196 shares as of .

Added: Experian PLC (EXPGY)

Lenox Wealth Management, Inc. added to a holding in Experian PLC by 28968.60%. The purchase prices were between $25.69 and $36.72, with an estimated average price of $31.78. The stock is now traded at around $35.84. The impact to a portfolio due to this purchase was 0.39%. The holding were 35,173 shares as of .

Added: Sage Group (The) PLC (SGPYY)

Lenox Wealth Management, Inc. added to a holding in Sage Group (The) PLC by 43.73%. The purchase prices were between $27.89 and $35.55, with an estimated average price of $32.61. The stock is now traded at around $38.76. The impact to a portfolio due to this purchase was 0.36%. The holding were 112,962 shares as of .

Added: Sysmex Corp (SSMXY)

Lenox Wealth Management, Inc. added to a holding in Sysmex Corp by 32.13%. The purchase prices were between $32.8 and $39.9, with an estimated average price of $36.5. The stock is now traded at around $39.40. The impact to a portfolio due to this purchase was 0.34%. The holding were 116,313 shares as of .

Added: Raytheon Co (RTN)

Lenox Wealth Management, Inc. added to a holding in Raytheon Co by 163.92%. The purchase prices were between $116.96 and $131.15, with an estimated average price of $123.51. The stock is now traded at around $116.96. The impact to a portfolio due to this purchase was 0.25%. The holding were 21,013 shares as of .

Sold Out: Lear Corp (LEA)

Lenox Wealth Management, Inc. sold out a holding in Lear Corp. The sale prices were between $70.96 and $125.91, with an estimated average price of $99.25.

Sold Out: Scorpio Tankers Inc (STNG)

Lenox Wealth Management, Inc. sold out a holding in Scorpio Tankers Inc. The sale prices were between $12.81 and $26.64, with an estimated average price of $18.12.

Sold Out: Matador Resources Co (MTDR)

Lenox Wealth Management, Inc. sold out a holding in Matador Resources Co. The sale prices were between $2.16 and $12.21, with an estimated average price of $6.88.

Sold Out: US Concrete Inc (USCR)

Lenox Wealth Management, Inc. sold out a holding in US Concrete Inc. The sale prices were between $14.16 and $28.33, with an estimated average price of $19.98.

Sold Out: Hilltop Holdings Inc (HTH)

Lenox Wealth Management, Inc. sold out a holding in Hilltop Holdings Inc. The sale prices were between $13.5 and $21.37, with an estimated average price of $17.15.

Sold Out: Tower Semiconductor Ltd (TSEM)

Lenox Wealth Management, Inc. sold out a holding in Tower Semiconductor Ltd. The sale prices were between $15.48 and $21.56, with an estimated average price of $19.08.



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

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:



Performances of the stocks mentioned by insider


User Generated Screeners


pjmason14Momentum
pascal.van.garsseHigh FCF-M2
kosalmmuse6
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
kosalmmuseNice
kosalmmusehan
MsDale*52-Week Low
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)