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Lucus Advisors’s Stride LRN Stock Holding History

Lucus Advisors’s Portfolio LRN Stock Details LRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-19,279
Closed -$344K – 225
2017
Q3 		$344K Sell
19,279
-542
-3% -$9.62K 0.49% 162
2017
Q2 		$355K Sell
19,821
-2,162
-10% -$41.5K 0.48% 152
2017
Q1 		$421K Buy
+21,983
New +$398K 0.39% 10
2016
Q4 		– Sell
-21,382
Closed -$307K – 110
2016
Q3 		$307K Buy
+21,382
New +$273K 0.26% 203
2016
Q1 		– Sell
-36,565
Closed -$322K – 321
2015
Q4 		$322K Buy
36,565
+1,387
+4% +$14.8K 0.2% 238
2015
Q3 		$438K Sell
35,178
-3,311
-9% -$44.4K 0.24% 172
2015
Q2 		$487K Buy
38,489
+759
+2% +$11.3K 0.23% 215
2015
Q1 		$593K Sell
37,730
-1,751
-4% -$26K 0.3% 12
2014
Q4 		$469K Buy
+39,481
New +$517K 0.21% 158

Other funds holding LRN

TCMV
Technology Crossover Management VII Menlo Park, California $107M AUM 51.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $2.3B AUM 29.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM

Lucus Advisors's LRN Position: Q4 2017 in Review

Lucus Advisors sold out of Stride (LRN) in Q4 2017, closing a stake of 19,279 shares — an estimated $344K sold.

Lucus Advisors first reported a position in LRN in Q4 2014 and held it in 9 quarters. The position peaked at $593K in Q1 2015. 127 funds tracked by Wall St. Rank hold LRN as of Q4 2017.

  • Lucus Advisors reported no remaining Stride position as of Q4 2017 after selling out during the quarter.
  • Lucus Advisors sold 19,279 Stride shares in Q4 2017, an estimated $344K.
  • Lucus Advisors first reported a position in Stride in Q4 2014 and held it in 9 quarters.
  • Lucus Advisors's Stride position peaked at $593K in Q1 2015.
  • 127 funds tracked by Wall St. Rank held Stride as of Q4 2017.

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