AP
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Advisors Preferred’s Matsons MATX Stock Holding History

Advisors Preferred’s Portfolio MATX Stock Details MATX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-19,079
Closed -$2.12M – 202
2024
Q1 		$2.12M Buy
19,079
+1,727
+10% +$195K 0.36% 51
2023
Q4 		$1.96M Buy
+17,352
New +$1.65M 0.32% 74
2022
Q4 		– Sell
-4,629
Closed -$301K – 205
2022
Q3 		$301K Buy
+4,629
New +$356K 0.15% 68
2022
Q1 		– Sell
-15,468
Closed -$1.38M – 191
2021
Q4 		$1.38M Buy
+15,468
New +$1.32M 0.13% 71

Other funds holding MATX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return