FIM
LUX

Freedom Investment Management’s Luxottica Group LUX Stock Holding History

Freedom Investment Management’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
2018
Q2 		– Sell
-12,259
Closed -$762K – 1210
2018
Q1 		$762K Sell
12,259
-431
-3% -$26.8K 0.04% 453
2017
Q4 		$776K Buy
12,690
+1,008
+9% +$61.6K 0.04% 473
2017
Q3 		$651K Buy
11,682
+1,822
+18% +$102K 0.04% 493
2017
Q2 		$575K Buy
9,860
+2,342
+31% +$136K 0.03% 510
2017
Q1 		$414K Buy
7,518
+2,776
+59% +$148K 0.02% 618
2016
Q4 		$255K Buy
+4,742
New +$240K 0.02% 767
2015
Q4 		– Sell
-18,077
Closed -$1.63M – 818
2015
Q3 		$1.63M Buy
+18,077
New +$1.25M 0.17% 82

Other funds holding LUX

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BFM
Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
RHBC
R.H. Bluestein & Co Birmingham, Michigan $1.61B AUM 7.59% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
JMH
J.M. Hartwell New York $560M AUM 7.14% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Freedom Investment Management's LUX Position: Q2 2018 in Review

Freedom Investment Management sold out of Luxottica Group (LUX) in Q2 2018, closing a stake of 12,259 shares — an estimated $762K sold.

Freedom Investment Management first reported a position in LUX in Q3 2015 and held it in 7 quarters. The position peaked at $1.63M in Q3 2015. 24 funds tracked by Wall St. Rank hold LUX as of Q2 2018.

  • Freedom Investment Management reported no remaining Luxottica Group position as of Q2 2018 after selling out during the quarter.
  • Freedom Investment Management sold 12,259 Luxottica Group shares in Q2 2018, an estimated $762K.
  • Freedom Investment Management first reported a position in Luxottica Group in Q3 2015 and held it in 7 quarters.
  • Freedom Investment Management's Luxottica Group position peaked at $1.63M in Q3 2015.
  • 24 funds tracked by Wall St. Rank held Luxottica Group as of Q2 2018.

Based on Freedom Investment Management's 13F filing for Q2 2018, filed 27 Jul 2018.