Alpine Woods Capital Investors’s MKS Inc MKSI Stock Holding History

Alpine Woods Capital Investors’s Portfolio MKSI Stock Details MKSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-4,000	Closed	-$331K	–	194
2022 Q3	$331K	Hold	4,000	–	–	0.05%	165
2022 Q2	$411K	Hold	4,000	–	–	0.05%	155
2022 Q1	$600K	Hold	4,000	–	–	0.06%	160
2021 Q4	$697K	Hold	4,000	–	–	0.07%	160
2021 Q3	$604K	Hold	4,000	–	–	0.06%	174
2021 Q2	$712K	Hold	4,000	–	–	0.07%	166
2021 Q1	$742K	Hold	4,000	–	–	0.08%	168
2020 Q4	$602K	Hold	4,000	–	–	0.07%	172
2020 Q3	$437K	Hold	4,000	–	–	0.07%	193
2020 Q2	$453K	Hold	4,000	–	–	0.09%	186
2020 Q1	$326K	Sell	4,000 -750	-16%	-$76.7K	0.07%	203
2019 Q4	$523K	Hold	4,750	–	–	0.1%	176
2019 Q3	$438K	Hold	4,750	–	–	0.08%	178
2019 Q2	$370K	Hold	4,750	–	–	0.08%	210
2019 Q1	$442K	Sell	4,750 -250	-5%	-$20.2K	0.1%	188
2018 Q4	$323K	Buy	+5,000	New	+$361K	0.08%	207

Other funds holding MKSI

Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Alpine Woods Capital Investors's MKSI Position: Q4 2022 in Review

Alpine Woods Capital Investors sold out of MKS Inc (MKSI) in Q4 2022, closing a stake of 4,000 shares — an estimated $331K sold.

Alpine Woods Capital Investors first reported a position in MKSI in Q4 2018 and held it in 16 quarters. The position peaked at $742K in Q1 2021. 316 funds tracked by Wall St. Rank hold MKSI as of Q4 2022.

Alpine Woods Capital Investors reported no remaining MKS Inc position as of Q4 2022 after selling out during the quarter.
Alpine Woods Capital Investors sold 4,000 MKS Inc shares in Q4 2022, an estimated $331K.
Alpine Woods Capital Investors first reported a position in MKS Inc in Q4 2018 and held it in 16 quarters.
Alpine Woods Capital Investors's MKS Inc position peaked at $742K in Q1 2021.
316 funds tracked by Wall St. Rank held MKS Inc as of Q4 2022.

Based on Alpine Woods Capital Investors's 13F filing for Q4 2022, filed 8 Feb 2023.