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Cherry Tree Wealth Management’s MasterBrand MBC Stock Holding History

Cherry Tree Wealth Management’s Portfolio MBC Stock Details MBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-43
Closed -$523 – 598
2023
Q3 		$523 Hold
43
– – ﹤0.01% 556
2023
Q2 		$501 Buy
+43
New +$412 ﹤0.01% 564

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GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cherry Tree Wealth Management's MBC Position: Q4 2023 in Review

Cherry Tree Wealth Management sold out of MasterBrand (MBC) in Q4 2023, closing a stake of 43 shares — an estimated $523 sold.

Cherry Tree Wealth Management first reported a position in MBC in Q2 2023 and held it in 2 quarters. The position peaked at $523 in Q3 2023. 342 funds tracked by Wall St. Rank hold MBC as of Q4 2023.

  • Cherry Tree Wealth Management reported no remaining MasterBrand position as of Q4 2023 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 43 MasterBrand shares in Q4 2023, an estimated $523.
  • Cherry Tree Wealth Management first reported a position in MasterBrand in Q2 2023 and held it in 2 quarters.
  • Cherry Tree Wealth Management's MasterBrand position peaked at $523 in Q3 2023.
  • 342 funds tracked by Wall St. Rank held MasterBrand as of Q4 2023.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.