AIA
MTOR

Affinity Investment Advisors’s MERITOR, Inc. MTOR Stock Holding History

Affinity Investment Advisors’s Portfolio MTOR Stock Details MTOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-15,389
Closed -$559K – 199
2022
Q2 		$559K Sell
15,389
-21,910
-59% -$788K 0.27% 125
2022
Q1 		$1.33M Sell
37,299
-17
-0% -$502 0.54% 51
2021
Q4 		$925K Buy
37,316
+150
+0.4% +$3.83K 0.37% 100
2021
Q3 		$792K Sell
37,166
-400
-1% -$9.32K 0.36% 104
2021
Q2 		$880K Buy
37,566
+9,105
+32% +$239K 0.4% 93
2021
Q1 		$837K Hold
28,461
– – 0.31% 101
2020
Q4 		$794K Hold
28,461
– – 0.32% 89
2020
Q3 		$596K Hold
28,461
– – 0.26% 95
2020
Q2 		$564K Hold
28,461
– – 0.27% 96
2020
Q1 		$377K Buy
28,461
+7,820
+38% +$169K 0.19% 103
2019
Q4 		$541K Hold
20,641
– – 0.2% 83
2019
Q3 		$382K Buy
20,641
+133
+0.6% +$2.69K 0.12% 105
2019
Q2 		$497K Sell
20,508
-1,702
-8% -$38.3K 0.14% 88
2019
Q1 		$452K Sell
22,210
-749
-3% -$15.2K 0.09% 88
2018
Q4 		$388K Sell
22,959
-999
-4% -$17K 0.07% 93
2018
Q3 		$464K Buy
23,958
+5,281
+28% +$111K 0.06% 108
2018
Q2 		$384K Hold
18,677
– – 0.05% 135
2018
Q1 		$384K Buy
+18,677
New +$452K 0.04% 131
2016
Q1 		– Sell
-12,969
Closed -$108K – 178
2015
Q4 		$108K Buy
+12,969
New +$129K 0.01% 141

Other funds holding MTOR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Affinity Investment Advisors's MTOR Position: Q3 2022 in Review

Affinity Investment Advisors sold out of MERITOR, Inc. (MTOR) in Q3 2022, closing a stake of 15,389 shares — an estimated $559K sold.

Affinity Investment Advisors first reported a position in MTOR in Q4 2015 and held it in 19 quarters. The position peaked at $1.33M in Q1 2022. 5 funds tracked by Wall St. Rank hold MTOR as of Q3 2022.

  • Affinity Investment Advisors reported no remaining MERITOR, Inc. position as of Q3 2022 after selling out during the quarter.
  • Affinity Investment Advisors sold 15,389 MERITOR, Inc. shares in Q3 2022, an estimated $559K.
  • Affinity Investment Advisors first reported a position in MERITOR, Inc. in Q4 2015 and held it in 19 quarters.
  • Affinity Investment Advisors's MERITOR, Inc. position peaked at $1.33M in Q1 2022.
  • 5 funds tracked by Wall St. Rank held MERITOR, Inc. as of Q3 2022.

Based on Affinity Investment Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.