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Ancora Advisors’s Matrix Service MTRX Stock Holding History

Ancora Advisors’s Portfolio MTRX Stock Details MTRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,440
Closed -$77.1K – 1839
2024
Q4 		$77.1K Sell
6,440
-19,278
-75% -$236K ﹤0.01% 909
2024
Q3 		$297K Sell
25,718
-6,435
-20% -$63.9K 0.01% 613
2024
Q2 		$319K Sell
32,153
-89,710
-74% -$1.03M 0.01% 579
2024
Q1 		$1.59M Buy
121,863
+50,940
+72% +$572K 0.04% 315
2023
Q4 		$694K Buy
70,923
+27,223
+62% +$296K 0.02% 442
2023
Q3 		$516K Buy
+43,700
New +$331K 0.01% 466

Other funds holding MTRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return
WCM
Westerly Capital Management San Francisco, California $542M AUM 48.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ancora Advisors's MTRX Position: Q1 2025 in Review

Ancora Advisors sold out of Matrix Service (MTRX) in Q1 2025, closing a stake of 6,440 shares — an estimated $77.1K sold.

Ancora Advisors first reported a position in MTRX in Q3 2023 and held it in 6 quarters. The position peaked at $1.59M in Q1 2024. 122 funds tracked by Wall St. Rank hold MTRX as of Q1 2025.

  • Ancora Advisors reported no remaining Matrix Service position as of Q1 2025 after selling out during the quarter.
  • Ancora Advisors sold 6,440 Matrix Service shares in Q1 2025, an estimated $77.1K.
  • Ancora Advisors first reported a position in Matrix Service in Q3 2023 and held it in 6 quarters.
  • Ancora Advisors's Matrix Service position peaked at $1.59M in Q1 2024.
  • 122 funds tracked by Wall St. Rank held Matrix Service as of Q1 2025.

Based on Ancora Advisors's 13F filing for Q1 2025, filed 15 May 2025.