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Mount Lucas Management’s Petrobras PBR Stock Holding History

Mount Lucas Management’s Portfolio PBR Stock Details PBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-105,300
Closed -$1.46M – 142
2023
Q2 		$1.46M Buy
+105,300
New +$1.28M 0.49% 73

Other funds holding PBR

GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mount Lucas Management's PBR Position: Q3 2023 in Review

Mount Lucas Management sold out of Petrobras (PBR) in Q3 2023, closing a stake of 105,300 shares — an estimated $1.46M sold.

Mount Lucas Management first reported a position in PBR in Q2 2023 and held it in 1 quarter. The position peaked at $1.46M in Q2 2023. 434 funds tracked by Wall St. Rank hold PBR as of Q3 2023.

  • Mount Lucas Management reported no remaining Petrobras position as of Q3 2023 after selling out during the quarter.
  • Mount Lucas Management sold 105,300 Petrobras shares in Q3 2023, an estimated $1.46M.
  • Mount Lucas Management first reported a position in Petrobras in Q2 2023 and held it in 1 quarter.
  • Mount Lucas Management's Petrobras position peaked at $1.46M in Q2 2023.
  • 434 funds tracked by Wall St. Rank held Petrobras as of Q3 2023.

Based on Mount Lucas Management's 13F filing for Q3 2023, filed 14 Nov 2023.