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Lucus Advisors’s DuPont de Nemours DD Stock Holding History

Lucus Advisors’s Portfolio DD Stock Details DD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$478K Buy
2,962
+202
+7% +$36.5K 0.83% 14
2017
Q4 		$498K Buy
+2,760
New +$497K 0.73% 5
2016
Q2 		– Sell
-2,188
Closed -$282K – 264
2016
Q1 		$282K Buy
+2,188
New +$262K 0.17% 252

Other funds holding DD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lucus Advisors's DD Position: Q1 2018 in Review

Lucus Advisors increased its DuPont de Nemours (DD) stake by 7.3% in Q1 2018, buying an estimated $36.5K and bringing the position to 2,962 shares worth $478K. The position accounts for 0.83% of the portfolio, ranked #14.

Lucus Advisors first reported a position in DD in Q1 2016 and has held it in 3 quarters since. The position peaked at $498K in Q4 2017. 1,836 funds tracked by Wall St. Rank hold DD as of Q1 2018.

  • Lucus Advisors held 2,962 shares of DuPont de Nemours worth $478K as of Q1 2018.
  • Lucus Advisors bought 202 DuPont de Nemours shares in Q1 2018, an estimated $36.5K.
  • DuPont de Nemours made up 0.83% of Lucus Advisors's portfolio in Q1 2018, its #14 holding.
  • Lucus Advisors first reported a position in DuPont de Nemours in Q1 2016 and has held it in 3 quarters since.
  • Lucus Advisors's DuPont de Nemours position peaked at $498K in Q4 2017.
  • 1,836 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2018.

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