AXS Investments’s Matsons MATX Stock Holding History

AXS Investments’s Portfolio MATX Stock Details MATX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,510	Closed	-$134K	–	414
2023 Q3	$134K	Buy	+1,510	New	+$132K	0.03%	286

Other funds holding MATX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AXS Investments's MATX Position: Q4 2023 in Review

AXS Investments sold out of Matsons (MATX) in Q4 2023, closing a stake of 1,510 shares — an estimated $134K sold.

AXS Investments first reported a position in MATX in Q3 2023 and held it in 1 quarter. The position peaked at $134K in Q3 2023. 335 funds tracked by Wall St. Rank hold MATX as of Q4 2023.

AXS Investments reported no remaining Matsons position as of Q4 2023 after selling out during the quarter.
AXS Investments sold 1,510 Matsons shares in Q4 2023, an estimated $134K.
AXS Investments first reported a position in Matsons in Q3 2023 and held it in 1 quarter.
AXS Investments's Matsons position peaked at $134K in Q3 2023.
335 funds tracked by Wall St. Rank held Matsons as of Q4 2023.

Based on AXS Investments's 13F filing for Q4 2023, filed 9 Feb 2024.