Lucus Advisors’s Stellantis STLA Stock Holding History

Lucus Advisors’s Portfolio STLA Stock Details STLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$1.44M	Buy	+70,000	New	+$1.53M	2.49%	7
2016 Q4	–	Sell	-64,058	Closed	-$408K	–	153
2016 Q3	$408K	Buy	64,058 +6,688	+12%	+$43.9K	0.35%	12
2016 Q2	$350K	Sell	57,370 -8,401	-13%	-$60.8K	0.29%	113
2016 Q1	$525K	Buy	+65,771	New	+$475K	0.31%	84

Other funds holding STLA

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dalal Street West Lake Hills, Texas $423M AUM 115.19% 1-Year Est. Return

Lucus Advisors's STLA Position: Q1 2018 in Review

Lucus Advisors opened a new position in Stellantis (STLA) in Q1 2018: 70,000 shares worth $1.44M. The stake represents 2.49% of the portfolio and ranks #7 among its holdings. This is a return to the name: Lucus Advisors previously reported a position in STLA as recently as Q3 2016.

Lucus Advisors first reported a position in STLA in Q1 2016 and has held it in 4 quarters since. 288 funds tracked by Wall St. Rank hold STLA as of Q1 2018.

Lucus Advisors held 70,000 shares of Stellantis worth $1.44M as of Q1 2018.
Stellantis was a new Lucus Advisors position in Q1 2018.
Stellantis made up 2.49% of Lucus Advisors's portfolio in Q1 2018, its #7 holding.
Lucus Advisors first reported a position in Stellantis in Q1 2016 and has held it in 4 quarters since.
288 funds tracked by Wall St. Rank held Stellantis as of Q1 2018.

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