WIL
LUX

Winifred I. Li’s Luxottica Group LUX Stock Holding History

Winifred I. Li’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
Q4 		$12K Hold
225
– – 0.01% 403
2014
Q3 		$12K Sell
225
-199
-47% -$10.7K 0.01% 362
2014
Q2 		$25K Sell
424
-40
-9% -$2.27K 0.02% 342
2014
Q1 		$27K Sell
464
-9,214
-95% -$494K 0.02% 330
2013
Q4 		$522K Sell
9,678
-1,549
-14% -$80.3K 0.45% 80
2013
Q3 		$590K Buy
11,227
+300
+3% +$16K 0.55% 65
2013
Q2 		$553K Buy
+10,927
New +$566K 0.51% 69

Other funds holding LUX

MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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 $24.3B AUM 34.41% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Winifred I. Li's LUX Position: Q4 2014 in Review

Winifred I. Li held its Luxottica Group (LUX) position steady in Q4 2014 at 225 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #403.

Winifred I. Li first reported a position in LUX in Q2 2013 and has held it in 7 quarters since. The position peaked at $590K in Q3 2013. 122 funds tracked by Wall St. Rank hold LUX as of Q4 2014.

  • Winifred I. Li held 225 shares of Luxottica Group worth $12K as of Q4 2014.
  • Winifred I. Li left its Luxottica Group share count unchanged in Q4 2014.
  • Luxottica Group made up 0.01% of Winifred I. Li's portfolio in Q4 2014, its #403 holding.
  • Winifred I. Li first reported a position in Luxottica Group in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's Luxottica Group position peaked at $590K in Q3 2013.
  • 122 funds tracked by Wall St. Rank held Luxottica Group as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.