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Mount Lucas Management’s Visa V Stock Holding History

Mount Lucas Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,265
Closed -$1.66M – 186
2024
Q4 		$1.66M Sell
5,265
-268
-5% -$80.6K 0.58% 39
2024
Q3 		$1.52M Sell
5,533
-4,172
-43% -$1.13M 0.52% 53
2024
Q2 		$2.55M Sell
9,705
-84
-0.9% -$23K 0.73% 39
2024
Q1 		$2.73M Sell
9,789
-786
-7% -$217K 0.75% 35
2023
Q4 		$2.75M Buy
+10,575
New +$2.61M 0.79% 35
2019
Q1 		– Sell
-19,183
Closed -$2.53M – 94
2018
Q4 		$2.53M Buy
19,183
+539
+3% +$74.4K 0.32% 29
2018
Q3 		$2.8M Sell
18,644
-1,977
-10% -$281K 0.41% 40
2018
Q2 		$2.73M Sell
20,621
-377
-2% -$48.5K 0.41% 45
2018
Q1 		$2.51M Buy
+20,998
New +$2.54M 0.4% 64

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mount Lucas Management's V Position: Q1 2025 in Review

Mount Lucas Management sold out of Visa (V) in Q1 2025, closing a stake of 5,265 shares — an estimated $1.66M sold.

Mount Lucas Management first reported a position in V in Q1 2018 and held it in 9 quarters. The position peaked at $2.8M in Q3 2018. 4,278 funds tracked by Wall St. Rank hold V as of Q1 2025.

  • Mount Lucas Management reported no remaining Visa position as of Q1 2025 after selling out during the quarter.
  • Mount Lucas Management sold 5,265 Visa shares in Q1 2025, an estimated $1.66M.
  • Mount Lucas Management first reported a position in Visa in Q1 2018 and held it in 9 quarters.
  • Mount Lucas Management's Visa position peaked at $2.8M in Q3 2018.
  • 4,278 funds tracked by Wall St. Rank held Visa as of Q1 2025.

Based on Mount Lucas Management's 13F filing for Q1 2025, filed 6 May 2025.