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Mount Lucas Management’s Vertex Pharmaceuticals VRTX Stock Holding History

Mount Lucas Management’s Portfolio VRTX Stock Details VRTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-640
Closed -$300K – 164
2024
Q2 		$300K Buy
+640
New +$278K 0.09% 130

Other funds holding VRTX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Mount Lucas Management's VRTX Position: Q3 2024 in Review

Mount Lucas Management sold out of Vertex Pharmaceuticals (VRTX) in Q3 2024, closing a stake of 640 shares — an estimated $300K sold.

Mount Lucas Management first reported a position in VRTX in Q2 2024 and held it in 1 quarter. The position peaked at $300K in Q2 2024. 1,544 funds tracked by Wall St. Rank hold VRTX as of Q3 2024.

  • Mount Lucas Management reported no remaining Vertex Pharmaceuticals position as of Q3 2024 after selling out during the quarter.
  • Mount Lucas Management sold 640 Vertex Pharmaceuticals shares in Q3 2024, an estimated $300K.
  • Mount Lucas Management first reported a position in Vertex Pharmaceuticals in Q2 2024 and held it in 1 quarter.
  • Mount Lucas Management's Vertex Pharmaceuticals position peaked at $300K in Q2 2024.
  • 1,544 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q3 2024.

Based on Mount Lucas Management's 13F filing for Q3 2024, filed 6 Nov 2024.