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Mount Lucas Management’s Verisk Analytics VRSK Stock Holding History

Mount Lucas Management’s Portfolio VRSK Stock Details VRSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-700
Closed -$111K – 111
2019
Q3 		$111K Sell
700
-20,782
-97% -$3.22M 0.02% 96
2019
Q2 		$3.15M Sell
21,482
-585
-3% -$82.5K 0.53% 59
2019
Q1 		$2.94M Sell
22,067
-22,151
-50% -$2.7M 0.49% 53
2018
Q4 		$4.82M Buy
44,218
+1,115
+3% +$130K 0.61% 23
2018
Q3 		$5.2M Buy
43,103
+19,315
+81% +$2.25M 0.76% 30
2018
Q2 		$2.56M Sell
23,788
-466
-2% -$49.6K 0.39% 50
2018
Q1 		$2.52M Buy
+24,254
New +$2.42M 0.41% 63

Other funds holding VRSK

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Mount Lucas Management's VRSK Position: Q4 2019 in Review

Mount Lucas Management sold out of Verisk Analytics (VRSK) in Q4 2019, closing a stake of 700 shares — an estimated $111K sold.

Mount Lucas Management first reported a position in VRSK in Q1 2018 and held it in 7 quarters. The position peaked at $5.2M in Q3 2018. 677 funds tracked by Wall St. Rank hold VRSK as of Q4 2019.

  • Mount Lucas Management reported no remaining Verisk Analytics position as of Q4 2019 after selling out during the quarter.
  • Mount Lucas Management sold 700 Verisk Analytics shares in Q4 2019, an estimated $111K.
  • Mount Lucas Management first reported a position in Verisk Analytics in Q1 2018 and held it in 7 quarters.
  • Mount Lucas Management's Verisk Analytics position peaked at $5.2M in Q3 2018.
  • 677 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2019.

Based on Mount Lucas Management's 13F filing for Q4 2019, filed 14 Feb 2020.