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Mount Lucas Management’s Ryder R Stock Holding History

Mount Lucas Management’s Portfolio R Stock Details R Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-208,081
Closed -$18.3M – 111
2014
Q2 		$18.3M Sell
208,081
-29,335
-12% -$2.46M 2.41% 5
2014
Q1 		$19M Sell
237,416
-3,810
-2% -$282K 2.6% 7
2013
Q4 		$17.8M Sell
241,226
-6,559
-3% -$435K 3.89% 7
2013
Q3 		$14.8M Buy
+247,785
New +$14.9M 3.25% 7

Other funds holding R

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $176M AUM 44.32% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Mount Lucas Management's R Position: Q3 2014 in Review

Mount Lucas Management sold out of Ryder (R) in Q3 2014, closing a stake of 208,081 shares — an estimated $18.3M sold.

Mount Lucas Management first reported a position in R in Q3 2013 and held it in 4 quarters. The position peaked at $19M in Q1 2014. 355 funds tracked by Wall St. Rank hold R as of Q3 2014.

  • Mount Lucas Management reported no remaining Ryder position as of Q3 2014 after selling out during the quarter.
  • Mount Lucas Management sold 208,081 Ryder shares in Q3 2014, an estimated $18.3M.
  • Mount Lucas Management first reported a position in Ryder in Q3 2013 and held it in 4 quarters.
  • Mount Lucas Management's Ryder position peaked at $19M in Q1 2014.
  • 355 funds tracked by Wall St. Rank held Ryder as of Q3 2014.

Based on Mount Lucas Management's 13F filing for Q3 2014, filed 14 Nov 2014.