SFM
LUCK

Systematic Financial Management’s Lucky Strike Entertainment LUCK Stock Holding History

Systematic Financial Management’s Portfolio LUCK Stock Details LUCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-612,926
Closed -$5.19M – 258
2025
Q4 		$5.19M Sell
612,926
-10,795
-2% -$93.3K 0.12% 156
2025
Q3 		$6.39M Sell
623,721
-9,955
-2% -$100K 0.16% 147
2025
Q2 		$5.79M Sell
633,676
-230,183
-27% -$2.08M 0.15% 149
2025
Q1 		$8.43M Sell
863,859
-6,437
-0.7% -$67.4K 0.24% 127
2024
Q4 		$8.71M Buy
870,296
+32,206
+4% +$369K 0.22% 133
2024
Q3 		$9.84M Buy
838,090
+161,951
+24% +$1.97M 0.25% 135
2024
Q2 		$9.8M Sell
676,139
-22,428
-3% -$282K 0.3% 126
2024
Q1 		$9.57M Sell
698,567
-12,553
-2% -$162K 0.27% 126
2023
Q4 		$10.1M Buy
711,120
+144,778
+26% +$1.59M 0.3% 127
2023
Q3 		$5.45M Buy
+566,342
New +$6.23M 0.18% 146
2023
Q2 		– Sell
-8,557
Closed -$145K – 306
2023
Q1 		$145K Buy
+8,557
New +$127K ﹤0.01% 265

Other funds holding LUCK

AG
Atairos Group Bryn Mawr, Pennsylvania $1.22B AUM 38.2% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BPWM
BCS Private Wealth Management Rumson, New Jersey $329M AUM 20.23% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Systematic Financial Management's LUCK Position: Q1 2026 in Review

Systematic Financial Management sold out of Lucky Strike Entertainment (LUCK) in Q1 2026, closing a stake of 612,926 shares — an estimated $5.19M sold.

Systematic Financial Management first reported a position in LUCK in Q1 2023 and held it in 11 quarters. The position peaked at $10.1M in Q4 2023. 52 funds tracked by Wall St. Rank hold LUCK as of Q1 2026.

  • Systematic Financial Management reported no remaining Lucky Strike Entertainment position as of Q1 2026 after selling out during the quarter.
  • Systematic Financial Management sold 612,926 Lucky Strike Entertainment shares in Q1 2026, an estimated $5.19M.
  • Systematic Financial Management first reported a position in Lucky Strike Entertainment in Q1 2023 and held it in 11 quarters.
  • Systematic Financial Management's Lucky Strike Entertainment position peaked at $10.1M in Q4 2023.
  • 52 funds tracked by Wall St. Rank held Lucky Strike Entertainment as of Q1 2026.

Based on Systematic Financial Management's 13F filing for Q1 2026, filed 13 May 2026.