Mount Lucas Management’s Celanese CE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,383	Closed	-$373K	–	155
2024 Q4	$373K	Sell	5,383 -377	-7%	-$36.2K	0.13%	112
2024 Q3	$783K	Sell	5,760 -8,619	-60%	-$1.13M	0.27%	96
2024 Q2	$1.94M	Sell	14,379 -171	-1%	-$26.1K	0.56%	63
2024 Q1	$2.5M	Sell	14,550 -1,272	-8%	-$194K	0.68%	56
2023 Q4	$2.46M	Buy	+15,822	New	+$2.06M	0.71%	56
2022 Q2	–	Sell	-23,772	Closed	-$3.4M	–	98
2022 Q1	$3.4M	Sell	23,772 -2,289	-9%	-$350K	0.99%	29
2021 Q4	$4.38M	Sell	26,061 -662	-2%	-$108K	1.25%	18
2021 Q3	$4.03M	Sell	26,723 -1,968	-7%	-$303K	1.22%	25
2021 Q2	$4.35M	Buy	+28,691	New	+$4.56M	1.16%	28

Other funds holding CE

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Mount Lucas Management's CE Position: Q1 2025 in Review

Mount Lucas Management sold out of Celanese (CE) in Q1 2025, closing a stake of 5,383 shares — an estimated $373K sold.

Mount Lucas Management first reported a position in CE in Q2 2021 and held it in 9 quarters. The position peaked at $4.38M in Q4 2021. 457 funds tracked by Wall St. Rank hold CE as of Q1 2025.

Mount Lucas Management reported no remaining Celanese position as of Q1 2025 after selling out during the quarter.
Mount Lucas Management sold 5,383 Celanese shares in Q1 2025, an estimated $373K.
Mount Lucas Management first reported a position in Celanese in Q2 2021 and held it in 9 quarters.
Mount Lucas Management's Celanese position peaked at $4.38M in Q4 2021.
457 funds tracked by Wall St. Rank held Celanese as of Q1 2025.

Based on Mount Lucas Management's 13F filing for Q1 2025, filed 6 May 2025.