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Berman Capital Advisors’s Matsons MATX Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$3K Buy
47
+20
+74% +$1.48K ﹤0.01% 1595
2021
Q2 		$1K Hold
27
– – ﹤0.01% 1767
2021
Q1 		$1K Hold
27
– – ﹤0.01% 1663
2020
Q4 		$1K Hold
27
– – ﹤0.01% 1553
2020
Q3 		$1K Hold
27
– – ﹤0.01% 1467
2020
Q2 		$0 Buy
+27
New +$776 ﹤0.01% 1730

Other funds holding MATX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Berman Capital Advisors's MATX Position: Q3 2021 in Review

Berman Capital Advisors increased its Matsons (MATX) stake by 74% in Q3 2021, buying an estimated $1.48K and bringing the position to 47 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

Berman Capital Advisors first reported a position in MATX in Q2 2020 and has held it in 6 quarters since. 251 funds tracked by Wall St. Rank hold MATX as of Q3 2021.

  • Berman Capital Advisors held 47 shares of Matsons worth $3K as of Q3 2021.
  • Berman Capital Advisors bought 20 Matsons shares in Q3 2021, an estimated $1.48K.
  • Matsons made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1595 holding.
  • Berman Capital Advisors first reported a position in Matsons in Q2 2020 and has held it in 6 quarters since.
  • 251 funds tracked by Wall St. Rank held Matsons as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.