Mount Lucas Management’s SoFi Technologies SOFI Stock Holding History

Mount Lucas Management’s Portfolio SOFI Stock Details SOFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-117,000	Closed	-$920K	–	148
2024 Q3	$920K	Buy	+117,000	New	+$850K	0.31%	77

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mount Lucas Management's SOFI Position: Q4 2024 in Review

Mount Lucas Management sold out of SoFi Technologies (SOFI) in Q4 2024, closing a stake of 117,000 shares — an estimated $920K sold.

Mount Lucas Management first reported a position in SOFI in Q3 2024 and held it in 1 quarter. The position peaked at $920K in Q3 2024. 705 funds tracked by Wall St. Rank hold SOFI as of Q4 2024.

Mount Lucas Management reported no remaining SoFi Technologies position as of Q4 2024 after selling out during the quarter.
Mount Lucas Management sold 117,000 SoFi Technologies shares in Q4 2024, an estimated $920K.
Mount Lucas Management first reported a position in SoFi Technologies in Q3 2024 and held it in 1 quarter.
Mount Lucas Management's SoFi Technologies position peaked at $920K in Q3 2024.
705 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2024.

Based on Mount Lucas Management's 13F filing for Q4 2024, filed 7 Feb 2025.