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Lucus Advisors’s Nu Skin NUS Stock Holding History

Lucus Advisors’s Portfolio NUS Stock Details NUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$225K Buy
+3,054
New +$217K 0.39% 66
2017
Q3 		– Sell
-5,667
Closed -$356K – 235
2017
Q2 		$356K Buy
+5,667
New +$323K 0.48% 134
2016
Q3 		– Sell
-7,790
Closed -$360K – 272
2016
Q2 		$360K Sell
7,790
-5,801
-43% -$234K 0.3% 14
2016
Q1 		$520K Buy
13,591
+1,087
+9% +$36K 0.31% 153
2015
Q4 		$474K Buy
12,504
+2,228
+22% +$82.1K 0.29% 65
2015
Q3 		$424K Buy
+10,276
New +$441K 0.24% 228

Other funds holding NUS

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
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lucus Advisors's NUS Position: Q1 2018 in Review

Lucus Advisors opened a new position in Nu Skin (NUS) in Q1 2018: 3,054 shares worth $225K. The stake represents 0.39% of the portfolio and ranks #66 among its holdings. This is a return to the name: Lucus Advisors previously reported a position in NUS as recently as Q2 2017.

Lucus Advisors first reported a position in NUS in Q3 2015 and has held it in 6 quarters since. The position peaked at $520K in Q1 2016. 295 funds tracked by Wall St. Rank hold NUS as of Q1 2018.

  • Lucus Advisors held 3,054 shares of Nu Skin worth $225K as of Q1 2018.
  • Nu Skin was a new Lucus Advisors position in Q1 2018.
  • Nu Skin made up 0.39% of Lucus Advisors's portfolio in Q1 2018, its #66 holding.
  • Lucus Advisors first reported a position in Nu Skin in Q3 2015 and has held it in 6 quarters since.
  • Lucus Advisors's Nu Skin position peaked at $520K in Q1 2016.
  • 295 funds tracked by Wall St. Rank held Nu Skin as of Q1 2018.

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