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Blue Trust Inc’s Manitowoc MTW Stock Holding History

Blue Trust Inc’s Portfolio MTW Stock Details MTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-55
Closed -$1K – 2622
2023
Q3 		$1K Hold
55
– – ﹤0.01% 1937
2023
Q2 		$1K Hold
55
– – ﹤0.01% 1888
2023
Q1 		$1K Hold
55
– – ﹤0.01% 2179
2022
Q4 		$0 Buy
55
+28
+104% +$255 ﹤0.01% 2379
2022
Q3 		$0 Hold
27
– – ﹤0.01% 2235
2022
Q2 		$0 Buy
+27
New +$338 ﹤0.01% 1960

Other funds holding MTW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Blue Trust Inc's MTW Position: Q4 2023 in Review

Blue Trust Inc sold out of Manitowoc (MTW) in Q4 2023, closing a stake of 55 shares — an estimated $1K sold.

Blue Trust Inc first reported a position in MTW in Q2 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2023. 168 funds tracked by Wall St. Rank hold MTW as of Q4 2023.

  • Blue Trust Inc reported no remaining Manitowoc position as of Q4 2023 after selling out during the quarter.
  • Blue Trust Inc sold 55 Manitowoc shares in Q4 2023, an estimated $1K.
  • Blue Trust Inc first reported a position in Manitowoc in Q2 2022 and held it in 6 quarters.
  • Blue Trust Inc's Manitowoc position peaked at $1K in Q3 2023.
  • 168 funds tracked by Wall St. Rank held Manitowoc as of Q4 2023.

Based on Blue Trust Inc's 13F filing for Q4 2023, filed 18 Jan 2024.