KCPG
LUX

Kavar Capital Partners Group’s Luxottica Group LUX Stock Holding History

Kavar Capital Partners Group’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
2017
Q2 		– Sell
-29,010
Closed -$1.6M – 114
2017
Q1 		$1.6M Buy
29,010
+950
+3% +$50.7K 0.89% 54
2016
Q4 		$1.51M Buy
28,060
+1,875
+7% +$95K 0.95% 51
2016
Q3 		$1.25M Buy
26,185
+1,310
+5% +$63.6K 0.81% 61
2016
Q2 		$1.22M Buy
24,875
+3,225
+15% +$173K 0.78% 61
2016
Q1 		$1.19M Buy
21,650
+3,950
+22% +$229K 0.79% 62
2015
Q4 		$1.15M Buy
17,700
+2,100
+13% +$143K 0.74% 60
2015
Q3 		$1.08M Sell
15,600
-50
-0.3% -$3.46K 0.76% 58
2015
Q2 		$1.04M Buy
+15,650
New +$1.04M 0.71% 56
2015
Q1 		– Sell
-12,250
Closed -$667K – 124
2014
Q4 		$667K Buy
12,250
+800
+7% +$41.2K 0.52% 79
2014
Q3 		$596K Buy
11,450
+650
+6% +$34.9K 0.51% 85
2014
Q2 		$626K Buy
10,800
+700
+7% +$39.7K 0.53% 82
2014
Q1 		$582K Buy
10,100
+1,750
+21% +$93.8K 0.48% 84
2013
Q4 		$450K Buy
+8,350
New +$433K 0.4% 92

Other funds holding LUX

WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ECM
Ensemble Capital Management San Francisco, California $1.18B AUM 41.81% 1-Year Est. Return

Kavar Capital Partners Group's LUX Position: Q2 2017 in Review

Kavar Capital Partners Group sold out of Luxottica Group (LUX) in Q2 2017, closing a stake of 29,010 shares — an estimated $1.6M sold.

Kavar Capital Partners Group first reported a position in LUX in Q4 2013 and held it in 13 quarters. The position peaked at $1.6M in Q1 2017. 48 funds tracked by Wall St. Rank hold LUX as of Q2 2017.

  • Kavar Capital Partners Group reported no remaining Luxottica Group position as of Q2 2017 after selling out during the quarter.
  • Kavar Capital Partners Group sold 29,010 Luxottica Group shares in Q2 2017, an estimated $1.6M.
  • Kavar Capital Partners Group first reported a position in Luxottica Group in Q4 2013 and held it in 13 quarters.
  • Kavar Capital Partners Group's Luxottica Group position peaked at $1.6M in Q1 2017.
  • 48 funds tracked by Wall St. Rank held Luxottica Group as of Q2 2017.

Based on Kavar Capital Partners Group's 13F filing for Q2 2017, filed 17 May 2019.