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Mount Lucas Management’s Fortinet FTNT Stock Holding History

Mount Lucas Management’s Portfolio FTNT Stock Details FTNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,456
Closed -$236K – 171
2024
Q1 		$236K Sell
3,456
-308
-8% -$20.5K 0.06% 138
2023
Q4 		$220K Sell
3,764
-2
-0.1% -$111 0.06% 138
2023
Q3 		$221K Sell
3,766
-484
-11% -$32K 0.08% 124
2023
Q2 		$321K Buy
+4,250
New +$289K 0.11% 126

Other funds holding FTNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mount Lucas Management's FTNT Position: Q2 2024 in Review

Mount Lucas Management sold out of Fortinet (FTNT) in Q2 2024, closing a stake of 3,456 shares — an estimated $236K sold.

Mount Lucas Management first reported a position in FTNT in Q2 2023 and held it in 4 quarters. The position peaked at $321K in Q2 2023. 1,069 funds tracked by Wall St. Rank hold FTNT as of Q2 2024.

  • Mount Lucas Management reported no remaining Fortinet position as of Q2 2024 after selling out during the quarter.
  • Mount Lucas Management sold 3,456 Fortinet shares in Q2 2024, an estimated $236K.
  • Mount Lucas Management first reported a position in Fortinet in Q2 2023 and held it in 4 quarters.
  • Mount Lucas Management's Fortinet position peaked at $321K in Q2 2023.
  • 1,069 funds tracked by Wall St. Rank held Fortinet as of Q2 2024.

Based on Mount Lucas Management's 13F filing for Q2 2024, filed 6 Aug 2024.