Mount Lucas Management’s Fidelity National Financial FNF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-12,002	Closed	-$418K	–	117
2022 Q3	$418K	Sell	12,002 -106	-0.9%	-$3.96K	0.14%	78
2022 Q2	$430K	Buy	12,108 +1,273	+12%	+$49.8K	0.14%	75
2022 Q1	$509K	Buy	10,835 +749	+7%	+$35.8K	0.15%	93
2021 Q4	$506K	Buy	+10,086	New	+$482K	0.14%	101

Other funds holding FNF

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

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

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

Mount Lucas Management's FNF Position: Q4 2022 in Review

Mount Lucas Management sold out of Fidelity National Financial (FNF) in Q4 2022, closing a stake of 12,002 shares — an estimated $418K sold.

Mount Lucas Management first reported a position in FNF in Q4 2021 and held it in 4 quarters. The position peaked at $509K in Q1 2022. 600 funds tracked by Wall St. Rank hold FNF as of Q4 2022.

Mount Lucas Management reported no remaining Fidelity National Financial position as of Q4 2022 after selling out during the quarter.
Mount Lucas Management sold 12,002 Fidelity National Financial shares in Q4 2022, an estimated $418K.
Mount Lucas Management first reported a position in Fidelity National Financial in Q4 2021 and held it in 4 quarters.
Mount Lucas Management's Fidelity National Financial position peaked at $509K in Q1 2022.
600 funds tracked by Wall St. Rank held Fidelity National Financial as of Q4 2022.

Based on Mount Lucas Management's 13F filing for Q4 2022, filed 14 Feb 2023.