SEC 13F Intelligence

Mount Lucas Management LP / DWD

Mount Lucas Management LP’s Morgan Stanley Position

Does Mount Lucas Management LP own Morgan Stanley (DWD)? Not currently — the last reported position was 46.7K shares worth $4M in Q1 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q1 2022
Shares
46.7K
% of Portfolio
+1.19%
Quarters Held
6
position exited

Position History DWD

Reported value by quarter
Q4 ’20: $4MQ4 ’20Q1 ’21: $5MQ1 ’21Q2 ’21: $12MQ2 ’21Q3 ’21: $12MQ3 ’21Q4 ’21: $5MQ4 ’21Q1 ’22: $4MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202246.7K$4M+1.19%
Q4 202151.1K$5M+1.43%
Q3 2021123.0K$12M+3.62%
Q2 2021131.7K$12M+3.21%
Q1 202165.2K$5M+1.49%
Q4 202058.8K$4M+0.85%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mount Lucas Management LP’s full portfolio or all institutional holders of DWD.