SI
LUX

Scout Investments’s Luxottica Group LUX Stock Holding History

Scout Investments’s Portfolio LUX Stock Details LUX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,844,572
Closed -$107M – 297
2014
Q2 		$107M Sell
1,844,572
-207,856
-10% -$11.8M 1.24% 25
2014
Q1 		$118M Buy
2,052,428
+6,982
+0.3% +$374K 1.35% 20
2013
Q4 		$110M Sell
2,045,446
-831,378
-29% -$43.1M 1.27% 22
2013
Q3 		$151M Sell
2,876,824
-31
-0% -$1.65K 1.06% 17
2013
Q2 		$145M Buy
+2,876,855
New +$149M 1.69% 9

Other funds holding LUX

MAMU
Marathon Asset Management (UK) London, United Kingdom $2.46B AUM 30.05% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
DCLA
Douglas C. Lane & Associates New York $3.69B AUM 0.11% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Scout Investments's LUX Position: Q3 2014 in Review

Scout Investments sold out of Luxottica Group (LUX) in Q3 2014, closing a stake of 1,844,572 shares — an estimated $107M sold.

Scout Investments first reported a position in LUX in Q2 2013 and held it in 5 quarters. The position peaked at $151M in Q3 2013. 109 funds tracked by Wall St. Rank hold LUX as of Q3 2014.

  • Scout Investments reported no remaining Luxottica Group position as of Q3 2014 after selling out during the quarter.
  • Scout Investments sold 1,844,572 Luxottica Group shares in Q3 2014, an estimated $107M.
  • Scout Investments first reported a position in Luxottica Group in Q2 2013 and held it in 5 quarters.
  • Scout Investments's Luxottica Group position peaked at $151M in Q3 2013.
  • 109 funds tracked by Wall St. Rank held Luxottica Group as of Q3 2014.

Based on Scout Investments's 13F filing for Q3 2014, filed 5 Nov 2014.