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Lucus Advisors’s Caesarstone CSTE Stock Holding History

Lucus Advisors’s Portfolio CSTE Stock Details CSTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$210K Sell
10,671
-4,482
-30% -$96.7K 0.36% 150
2017
Q4 		$333K Buy
15,153
+3,502
+30% +$89.9K 0.49% 102
2017
Q3 		$347K Buy
11,651
+1,323
+13% +$41.4K 0.49% 118
2017
Q2 		$362K Buy
+10,328
New +$387K 0.49% 33

Other funds holding CSTE

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DG
Delek Group Herzliya, Israel $2.59B AUM 1.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

Lucus Advisors's CSTE Position: Q1 2018 in Review

Lucus Advisors reduced its Caesarstone (CSTE) stake by 30% in Q1 2018, selling an estimated $96.7K and leaving 10,671 shares worth $210K. The position accounts for 0.36% of the portfolio, ranked #150.

Lucus Advisors first reported a position in CSTE in Q2 2017 and has held it in 4 quarters since. The position peaked at $362K in Q2 2017. 128 funds tracked by Wall St. Rank hold CSTE as of Q1 2018.

  • Lucus Advisors held 10,671 shares of Caesarstone worth $210K as of Q1 2018.
  • Lucus Advisors sold 4,482 Caesarstone shares in Q1 2018, an estimated $96.7K.
  • Caesarstone made up 0.36% of Lucus Advisors's portfolio in Q1 2018, its #150 holding.
  • Lucus Advisors first reported a position in Caesarstone in Q2 2017 and has held it in 4 quarters since.
  • Lucus Advisors's Caesarstone position peaked at $362K in Q2 2017.
  • 128 funds tracked by Wall St. Rank held Caesarstone as of Q1 2018.

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