UAS
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United Asset Strategies’s Lifetime Brands LCUT Stock Holding History

United Asset Strategies’s Portfolio LCUT Stock Details LCUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-19,514
Closed -$173K – 204
2019
Q3 		$173K Buy
19,514
+890
+5% +$7.7K 0.04% 174
2019
Q2 		$176K Buy
18,624
+295
+2% +$2.69K 0.04% 182
2019
Q1 		$173K Buy
+18,329
New +$186K 0.04% 192

Other funds holding LCUT

KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AWW
Alan W. Weber $336M AUM 75.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
OCM
Olstein Capital Management Purchase, New York $458M AUM 6.27% 1-Year Est. Return
TA
Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

United Asset Strategies's LCUT Position: Q4 2019 in Review

United Asset Strategies sold out of Lifetime Brands (LCUT) in Q4 2019, closing a stake of 19,514 shares — an estimated $173K sold.

United Asset Strategies first reported a position in LCUT in Q1 2019 and held it in 3 quarters. The position peaked at $176K in Q2 2019. 45 funds tracked by Wall St. Rank hold LCUT as of Q4 2019.

  • United Asset Strategies reported no remaining Lifetime Brands position as of Q4 2019 after selling out during the quarter.
  • United Asset Strategies sold 19,514 Lifetime Brands shares in Q4 2019, an estimated $173K.
  • United Asset Strategies first reported a position in Lifetime Brands in Q1 2019 and held it in 3 quarters.
  • United Asset Strategies's Lifetime Brands position peaked at $176K in Q2 2019.
  • 45 funds tracked by Wall St. Rank held Lifetime Brands as of Q4 2019.

Based on United Asset Strategies's 13F filing for Q4 2019, filed 12 Feb 2020.