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Lucus Advisors’s Greif GEF Stock Holding History

Lucus Advisors’s Portfolio GEF Stock Details GEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$218K Buy
+4,171
New +$236K 0.38% 110
2017
Q3 		– Sell
-6,468
Closed -$361K – 214
2017
Q2 		$361K Buy
+6,468
New +$366K 0.48% 45

Other funds holding GEF

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Lucus Advisors's GEF Position: Q1 2018 in Review

Lucus Advisors opened a new position in Greif (GEF) in Q1 2018: 4,171 shares worth $218K. The stake represents 0.38% of the portfolio and ranks #110 among its holdings. This is a return to the name: Lucus Advisors previously reported a position in GEF as recently as Q2 2017.

Lucus Advisors first reported a position in GEF in Q2 2017 and has held it in 2 quarters since. The position peaked at $361K in Q2 2017. 208 funds tracked by Wall St. Rank hold GEF as of Q1 2018.

  • Lucus Advisors held 4,171 shares of Greif worth $218K as of Q1 2018.
  • Greif was a new Lucus Advisors position in Q1 2018.
  • Greif made up 0.38% of Lucus Advisors's portfolio in Q1 2018, its #110 holding.
  • Lucus Advisors first reported a position in Greif in Q2 2017 and has held it in 2 quarters since.
  • Lucus Advisors's Greif position peaked at $361K in Q2 2017.
  • 208 funds tracked by Wall St. Rank held Greif as of Q1 2018.

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