Algert Global’s MERITOR, Inc. MTOR Stock Holding History

Algert Global’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	-16,949	Closed	-$616K	–	1406
2022 Q2	$616K	Sell	16,949 -650	-4%	-$23.4K	0.05%	685
2022 Q1	$626K	Sell	17,599 -1,577	-8%	-$46.6K	0.04%	734
2021 Q4	$475K	Hold	19,176	–	–	0.06%	558
2021 Q3	$409K	Buy	+19,176	New	+$447K	0.05%	627
2016 Q4	–	Sell	-59,485	Closed	-$662K	–	420
2016 Q3	$662K	Buy	+59,485	New	+$579K	0.19%	203
2015 Q2	–	Sell	-20,940	Closed	-$264K	–	375
2015 Q1	$264K	Sell	20,940 -9,200	-31%	-$128K	0.15%	244
2014 Q4	$457K	Buy	30,140 +8,560	+40%	+$109K	0.27%	151
2014 Q3	$234K	Buy	+21,580	New	+$281K	0.17%	219

Other funds holding MTOR

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Algert Global's MTOR Position: Q3 2022 in Review

Algert Global sold out of MERITOR, Inc. (MTOR) in Q3 2022, closing a stake of 16,949 shares — an estimated $616K sold.

Algert Global first reported a position in MTOR in Q3 2014 and held it in 8 quarters. The position peaked at $662K in Q3 2016. 5 funds tracked by Wall St. Rank hold MTOR as of Q3 2022.

Algert Global reported no remaining MERITOR, Inc. position as of Q3 2022 after selling out during the quarter.
Algert Global sold 16,949 MERITOR, Inc. shares in Q3 2022, an estimated $616K.
Algert Global first reported a position in MERITOR, Inc. in Q3 2014 and held it in 8 quarters.
Algert Global's MERITOR, Inc. position peaked at $662K in Q3 2016.
5 funds tracked by Wall St. Rank held MERITOR, Inc. as of Q3 2022.

Based on Algert Global's 13F filing for Q3 2022, filed 15 Nov 2022.