Mount Lucas Management’s Apple AAPL Stock Holding History

Mount Lucas Management’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	–	Sell	-103,740	Closed	-$1.47M	–	80
2013 Q2	$1.47M	Buy	+103,740	New	+$1.6M	0.33%	55

Other funds holding AAPL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mount Lucas Management's AAPL Position: Q3 2013 in Review

Mount Lucas Management sold out of Apple (AAPL) in Q3 2013, closing a stake of 103,740 shares — an estimated $1.47M sold.

Mount Lucas Management first reported a position in AAPL in Q2 2013 and held it in 1 quarter. The position peaked at $1.47M in Q2 2013. 1,884 funds tracked by Wall St. Rank hold AAPL as of Q3 2013.

Mount Lucas Management reported no remaining Apple position as of Q3 2013 after selling out during the quarter.
Mount Lucas Management sold 103,740 Apple shares in Q3 2013, an estimated $1.47M.
Mount Lucas Management first reported a position in Apple in Q2 2013 and held it in 1 quarter.
Mount Lucas Management's Apple position peaked at $1.47M in Q2 2013.
1,884 funds tracked by Wall St. Rank held Apple as of Q3 2013.

Based on Mount Lucas Management's 13F filing for Q3 2013, filed 14 Nov 2013.