Blue Trust Inc’s Matthews International MATW Stock Holding History

Blue Trust Inc’s Portfolio MATW Stock Details MATW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-31	Closed	-$777	–	2754
2024 Q3	$777	Buy	+31	New	+$781	﹤0.01%	2735

Other funds holding MATW

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Blue Trust Inc's MATW Position: Q4 2024 in Review

Blue Trust Inc sold out of Matthews International (MATW) in Q4 2024, closing a stake of 31 shares — an estimated $777 sold.

Blue Trust Inc first reported a position in MATW in Q3 2024 and held it in 1 quarter. The position peaked at $777 in Q3 2024. 169 funds tracked by Wall St. Rank hold MATW as of Q4 2024.

Blue Trust Inc reported no remaining Matthews International position as of Q4 2024 after selling out during the quarter.
Blue Trust Inc sold 31 Matthews International shares in Q4 2024, an estimated $777.
Blue Trust Inc first reported a position in Matthews International in Q3 2024 and held it in 1 quarter.
Blue Trust Inc's Matthews International position peaked at $777 in Q3 2024.
169 funds tracked by Wall St. Rank held Matthews International as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.