Mount Lucas Management’s Wells Fargo WFC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-16,825	Closed	-$1.18M	–	189
2024 Q4	$1.18M	Sell	16,825 -957	-5%	-$65.3K	0.41%	59
2024 Q3	$1M	Sell	17,782 -26,489	-60%	-$1.5M	0.34%	72
2024 Q2	$2.63M	Sell	44,271 -458	-1%	-$27K	0.75%	34
2024 Q1	$2.59M	Sell	44,729 -3,783	-8%	-$198K	0.71%	47
2023 Q4	$2.39M	Buy	+48,512	New	+$2.09M	0.69%	61

Other funds holding WFC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Mount Lucas Management sold out of Wells Fargo (WFC) in Q1 2025, closing a stake of 16,825 shares — an estimated $1.18M sold.

Mount Lucas Management first reported a position in WFC in Q4 2023 and held it in 5 quarters. The position peaked at $2.63M in Q2 2024. 2,551 funds tracked by Wall St. Rank hold WFC as of Q1 2025.

Mount Lucas Management reported no remaining Wells Fargo position as of Q1 2025 after selling out during the quarter.
Mount Lucas Management sold 16,825 Wells Fargo shares in Q1 2025, an estimated $1.18M.
Mount Lucas Management first reported a position in Wells Fargo in Q4 2023 and held it in 5 quarters.
Mount Lucas Management's Wells Fargo position peaked at $2.63M in Q2 2024.
2,551 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.

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