LA
AAMI

Lucus Advisors’s Acadian Asset Management AAMI Stock Holding History

Lucus Advisors’s Portfolio AAMI Stock Details AAMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$223K Buy
+14,122
New +$233K 0.39% 82
2016
Q3 		– Sell
-26,132
Closed -$349K – 307
2016
Q2 		$349K Buy
+26,132
New +$364K 0.29% 134

Other funds holding AAMI

HCG
HNA Capital Group Haikou, China $243M AUM 36.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lucus Advisors's AAMI Position: Q1 2018 in Review

Lucus Advisors opened a new position in Acadian Asset Management (AAMI) in Q1 2018: 14,122 shares worth $223K. The stake represents 0.39% of the portfolio and ranks #82 among its holdings. This is a return to the name: Lucus Advisors previously reported a position in AAMI as recently as Q2 2016.

Lucus Advisors first reported a position in AAMI in Q2 2016 and has held it in 2 quarters since. The position peaked at $349K in Q2 2016. 155 funds tracked by Wall St. Rank hold AAMI as of Q1 2018.

  • Lucus Advisors held 14,122 shares of Acadian Asset Management worth $223K as of Q1 2018.
  • Acadian Asset Management was a new Lucus Advisors position in Q1 2018.
  • Acadian Asset Management made up 0.39% of Lucus Advisors's portfolio in Q1 2018, its #82 holding.
  • Lucus Advisors first reported a position in Acadian Asset Management in Q2 2016 and has held it in 2 quarters since.
  • Lucus Advisors's Acadian Asset Management position peaked at $349K in Q2 2016.
  • 155 funds tracked by Wall St. Rank held Acadian Asset Management as of Q1 2018.

Based on Lucus Advisors's 13F filing for Q1 2018, filed 15 May 2018.