MLM
KALU icon

Mount Lucas Management’s Kaiser Aluminum KALU Stock Holding History

Mount Lucas Management’s Portfolio KALU Stock Details KALU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-13,737
Closed -$1.06M – 111
2015
Q1 		$1.06M Buy
13,737
+901
+7% +$66K 0.18% 64
2014
Q4 		$917K Buy
12,836
+1,581
+14% +$114K 0.1% 62
2014
Q3 		$858K Buy
11,255
+992
+10% +$76.7K 0.15% 69
2014
Q2 		$748K Sell
10,263
-3,125
-23% -$221K 0.1% 93
2014
Q1 		$956K Buy
13,388
+279
+2% +$19.5K 0.13% 65
2013
Q4 		$921K Sell
13,109
-15,022
-53% -$1.03M 0.2% 65
2013
Q3 		$2M Buy
28,131
+1,970
+8% +$133K 0.44% 62
2013
Q2 		$1.62M Buy
+26,161
New +$1.64M 0.37% 50

Other funds holding KALU

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return