AWS
LUB

AJ Wealth Strategies’s Luby's Inc. LUB Stock Holding History

AJ Wealth Strategies’s Portfolio LUB Stock Details LUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-31,746
Closed -$60K – 125
2019
Q3 		$60K Hold
31,746
– – 0.01% 114
2019
Q2 		$34K Hold
31,746
– – 0.01% 105
2019
Q1 		$46K Hold
31,746
– – 0.01% 107
2018
Q4 		$38K Hold
31,746
– – 0.01% 92
2018
Q3 		$54K Hold
31,746
– – 0.01% 104
2018
Q2 		$82K Buy
+31,746
New +$84.4K 0.02% 96

Other funds holding LUB

BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
FM
Fondren Management Houston, Texas $16.9M AUM 5.82% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

AJ Wealth Strategies's LUB Position: Q4 2019 in Review

AJ Wealth Strategies sold out of Luby's Inc. (LUB) in Q4 2019, closing a stake of 31,746 shares — an estimated $60K sold.

AJ Wealth Strategies first reported a position in LUB in Q2 2018 and held it in 6 quarters. The position peaked at $82K in Q2 2018. 28 funds tracked by Wall St. Rank hold LUB as of Q4 2019.

  • AJ Wealth Strategies reported no remaining Luby's Inc. position as of Q4 2019 after selling out during the quarter.
  • AJ Wealth Strategies sold 31,746 Luby's Inc. shares in Q4 2019, an estimated $60K.
  • AJ Wealth Strategies first reported a position in Luby's Inc. in Q2 2018 and held it in 6 quarters.
  • AJ Wealth Strategies's Luby's Inc. position peaked at $82K in Q2 2018.
  • 28 funds tracked by Wall St. Rank held Luby's Inc. as of Q4 2019.

Based on AJ Wealth Strategies's 13F filing for Q4 2019, filed 14 Feb 2020.