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Mount Lucas Management’s SLM Corp SLM Stock Holding History

Mount Lucas Management’s Portfolio SLM Stock Details SLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-492,236
Closed -$4.09M – 112
2014
Q2 		$4.09M Sell
492,236
-1,088,181
-69% -$9.59M 0.54% 32
2014
Q1 		$13.8M Sell
1,580,417
-23,204
-1% -$203K 1.9% 21
2013
Q4 		$15.1M Sell
1,603,621
-42,859
-3% -$394K 3.29% 13
2013
Q3 		$14.7M Buy
+1,646,480
New +$14.4M 3.22% 9

Other funds holding SLM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Mount Lucas Management sold out of SLM Corp (SLM) in Q3 2014, closing a stake of 492,236 shares — an estimated $4.09M sold.

Mount Lucas Management first reported a position in SLM in Q3 2013 and held it in 4 quarters. The position peaked at $15.1M in Q4 2013. 273 funds tracked by Wall St. Rank hold SLM as of Q3 2014.

  • Mount Lucas Management reported no remaining SLM Corp position as of Q3 2014 after selling out during the quarter.
  • Mount Lucas Management sold 492,236 SLM Corp shares in Q3 2014, an estimated $4.09M.
  • Mount Lucas Management first reported a position in SLM Corp in Q3 2013 and held it in 4 quarters.
  • Mount Lucas Management's SLM Corp position peaked at $15.1M in Q4 2013.
  • 273 funds tracked by Wall St. Rank held SLM Corp as of Q3 2014.

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