LA
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Lucus Advisors’s Avis CAR Stock Holding History

Lucus Advisors’s Portfolio CAR Stock Details CAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-9,083
Closed -$346K – 207
2017
Q3 		$346K Buy
+9,083
New +$305K 0.49% 131
2017
Q2 		– Sell
-13,935
Closed -$412K – 196
2017
Q1 		$412K Buy
+13,935
New +$484K 0.38% 71
2016
Q1 		– Sell
-11,056
Closed -$401K – 280
2015
Q4 		$401K Buy
11,056
+379
+4% +$16K 0.24% 170
2015
Q3 		$466K Buy
10,677
+636
+6% +$27.6K 0.26% 61
2015
Q2 		$443K Buy
+10,041
New +$530K 0.21% 289

Other funds holding CAR

SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Lucus Advisors's CAR Position: Q4 2017 in Review

Lucus Advisors sold out of Avis (CAR) in Q4 2017, closing a stake of 9,083 shares — an estimated $346K sold.

Lucus Advisors first reported a position in CAR in Q2 2015 and held it in 5 quarters. The position peaked at $466K in Q3 2015. 232 funds tracked by Wall St. Rank hold CAR as of Q4 2017.

  • Lucus Advisors reported no remaining Avis position as of Q4 2017 after selling out during the quarter.
  • Lucus Advisors sold 9,083 Avis shares in Q4 2017, an estimated $346K.
  • Lucus Advisors first reported a position in Avis in Q2 2015 and held it in 5 quarters.
  • Lucus Advisors's Avis position peaked at $466K in Q3 2015.
  • 232 funds tracked by Wall St. Rank held Avis as of Q4 2017.

Based on Lucus Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.