Lourd Capital’s National Beverage FIZZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
$207K Buy
+9,280
New +$239K 0.02% 121
2018
Q4
Sell
-5,334
Closed -$311K 320
2018
Q3
$311K Buy
+5,334
New +$299K 0.02% 204
2018
Q1
Sell
-5,382
Closed -$262K 190
2017
Q4
$262K Buy
+5,382
New +$276K 0.02% 266

Other funds holding FIZZ

Lourd Capital's FIZZ Position: Q2 2019 in Review

Lourd Capital opened a new position in National Beverage (FIZZ) in Q2 2019: 9,280 shares worth $207K. The stake represents 0.02% of the portfolio and ranks #121 among its holdings. This is a return to the name: Lourd Capital previously reported a position in FIZZ as recently as Q3 2018.

Lourd Capital first reported a position in FIZZ in Q4 2017 and has held it in 3 quarters since. The position peaked at $311K in Q3 2018. 161 funds tracked by Wall St. Rank hold FIZZ as of Q2 2019.

  • Lourd Capital held 9,280 shares of National Beverage worth $207K as of Q2 2019.
  • National Beverage was a new Lourd Capital position in Q2 2019.
  • National Beverage made up 0.02% of Lourd Capital's portfolio in Q2 2019, its #121 holding.
  • Lourd Capital first reported a position in National Beverage in Q4 2017 and has held it in 3 quarters since.
  • Lourd Capital's National Beverage position peaked at $311K in Q3 2018.
  • 161 funds tracked by Wall St. Rank held National Beverage as of Q2 2019.

Based on Lourd Capital's 13F filing for Q2 2019, filed 11 Jul 2019.