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Mount Lucas Management’s Goldman Sachs GS Stock Holding History

Mount Lucas Management’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-11,090
Closed -$3.66M – 115
2022
Q1 		$3.66M Sell
11,090
-1,057
-9% -$373K 1.07% 26
2021
Q4 		$4.65M Sell
12,147
-292
-2% -$116K 1.33% 12
2021
Q3 		$4.7M Sell
12,439
-903
-7% -$353K 1.42% 18
2021
Q2 		$5.06M Buy
+13,342
New +$4.77M 1.35% 17
2013
Q3 		– Sell
-54,615
Closed -$8.26M – 85
2013
Q2 		$8.26M Buy
+54,615
New +$8.33M 1.88% 17

Other funds holding GS

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mount Lucas Management's GS Position: Q2 2022 in Review

Mount Lucas Management sold out of Goldman Sachs (GS) in Q2 2022, closing a stake of 11,090 shares — an estimated $3.66M sold.

Mount Lucas Management first reported a position in GS in Q2 2013 and held it in 5 quarters. The position peaked at $8.26M in Q2 2013. 1,770 funds tracked by Wall St. Rank hold GS as of Q2 2022.

  • Mount Lucas Management reported no remaining Goldman Sachs position as of Q2 2022 after selling out during the quarter.
  • Mount Lucas Management sold 11,090 Goldman Sachs shares in Q2 2022, an estimated $3.66M.
  • Mount Lucas Management first reported a position in Goldman Sachs in Q2 2013 and held it in 5 quarters.
  • Mount Lucas Management's Goldman Sachs position peaked at $8.26M in Q2 2013.
  • 1,770 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2022.

Based on Mount Lucas Management's 13F filing for Q2 2022, filed 10 Aug 2022.