F
LUX

FolioMetrix’s Luxottica Group LUX Stock Holding History

FolioMetrix’s Portfolio LUX Stock Details LUX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$427K Buy
7,000
+3,874
+124% +$257K 0.18% 115
2015
Q1 		$196K Buy
3,126
+398
+15% +$23.7K 0.1% 150
2014
Q4 		$144K Buy
+2,728
New +$140K 0.1% 161

Other funds holding LUX

MAMU
Marathon Asset Management (UK) London, United Kingdom $2.46B AUM 30.05% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
DCLA
Douglas C. Lane & Associates New York $3.69B AUM 0.11% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return

FolioMetrix's LUX Position: Q2 2015 in Review

FolioMetrix increased its Luxottica Group (LUX) stake by 124% in Q2 2015, buying an estimated $257K and bringing the position to 7,000 shares worth $427K. The position accounts for 0.18% of the portfolio, ranked #115.

FolioMetrix first reported a position in LUX in Q4 2014 and has held it in 3 quarters since. 121 funds tracked by Wall St. Rank hold LUX as of Q2 2015.

  • FolioMetrix held 7,000 shares of Luxottica Group worth $427K as of Q2 2015.
  • FolioMetrix bought 3,874 Luxottica Group shares in Q2 2015, an estimated $257K.
  • Luxottica Group made up 0.18% of FolioMetrix's portfolio in Q2 2015, its #115 holding.
  • FolioMetrix first reported a position in Luxottica Group in Q4 2014 and has held it in 3 quarters since.
  • 121 funds tracked by Wall St. Rank held Luxottica Group as of Q2 2015.

Based on FolioMetrix's 13F filing for Q2 2015, filed 5 Aug 2015.