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Concurrent Investment Advisors’s Materion MTRN Stock Holding History

Concurrent Investment Advisors’s Portfolio MTRN Stock Details MTRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,739
Closed -$226K – 972
2023
Q4 		$226K Buy
+1,739
New +$191K 0.01% 733

Other funds holding MTRN

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concurrent Investment Advisors's MTRN Position: Q1 2024 in Review

Concurrent Investment Advisors sold out of Materion (MTRN) in Q1 2024, closing a stake of 1,739 shares — an estimated $226K sold.

Concurrent Investment Advisors first reported a position in MTRN in Q4 2023 and held it in 1 quarter. The position peaked at $226K in Q4 2023. 251 funds tracked by Wall St. Rank hold MTRN as of Q1 2024.

  • Concurrent Investment Advisors reported no remaining Materion position as of Q1 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 1,739 Materion shares in Q1 2024, an estimated $226K.
  • Concurrent Investment Advisors first reported a position in Materion in Q4 2023 and held it in 1 quarter.
  • Concurrent Investment Advisors's Materion position peaked at $226K in Q4 2023.
  • 251 funds tracked by Wall St. Rank held Materion as of Q1 2024.

Based on Concurrent Investment Advisors's 13F filing for Q1 2024, filed 7 May 2024.