AC
MKFG

Annandale Capital’s Markforged Holding Corporation MKFG Stock Holding History

Annandale Capital’s Portfolio MKFG Stock Details MKFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,000
Closed -$145K – 158
2023
Q3 		$145K Hold
10,000
– – 0.04% 124
2023
Q2 		$121K Hold
10,000
– – 0.04% 127
2023
Q1 		$96K Hold
10,000
– – 0.03% 125
2022
Q4 		$116K Hold
10,000
– – 0.04% 122
2022
Q3 		$198K Buy
+10,000
New +$231K 0.07% 117

Other funds holding MKFG

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Annandale Capital's MKFG Position: Q4 2023 in Review

Annandale Capital sold out of Markforged Holding Corporation (MKFG) in Q4 2023, closing a stake of 10,000 shares — an estimated $145K sold.

Annandale Capital first reported a position in MKFG in Q3 2022 and held it in 5 quarters. The position peaked at $198K in Q3 2022. 68 funds tracked by Wall St. Rank hold MKFG as of Q4 2023.

  • Annandale Capital reported no remaining Markforged Holding Corporation position as of Q4 2023 after selling out during the quarter.
  • Annandale Capital sold 10,000 Markforged Holding Corporation shares in Q4 2023, an estimated $145K.
  • Annandale Capital first reported a position in Markforged Holding Corporation in Q3 2022 and held it in 5 quarters.
  • Annandale Capital's Markforged Holding Corporation position peaked at $198K in Q3 2022.
  • 68 funds tracked by Wall St. Rank held Markforged Holding Corporation as of Q4 2023.

Based on Annandale Capital's 13F filing for Q4 2023, filed 14 Feb 2024.