CIP
MTOR

Convergence Investment Partners’s MERITOR, Inc. MTOR Stock Holding History

Convergence Investment Partners’s Portfolio MTOR Stock Details MTOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-7,657
Closed -$142K – 329
2019
Q3 		$142K Buy
+7,657
New +$155K 0.04% 260
2019
Q1 		– Sell
-22,039
Closed -$373K – 389
2018
Q4 		$373K Sell
22,039
-508
-2% -$8.66K 0.09% 222
2018
Q3 		$437K Sell
22,547
-73,409
-77% -$1.54M 0.09% 233
2018
Q2 		$1.97M Sell
95,956
-52,378
-35% -$1.1M 0.28% 134
2018
Q1 		$3.05M Buy
148,334
+28,888
+24% +$699K 0.4% 96
2017
Q4 		$2.8M Sell
119,446
-1,285
-1% -$32.3K 0.38% 103
2017
Q3 		$3.14M Buy
120,731
+25,700
+27% +$510K 0.44% 73
2017
Q2 		$1.58M Sell
95,031
-2,340
-2% -$38.5K 0.23% 168
2017
Q1 		$1.67M Sell
97,371
-32,255
-25% -$499K 0.23% 160
2016
Q4 		$1.61M Buy
129,626
+105,672
+441% +$1.24M 0.22% 184
2016
Q3 		$267K Buy
+23,954
New +$233K 0.04% 308
2015
Q4 		– Sell
-90,764
Closed -$965K – 404
2015
Q3 		$965K Sell
90,764
-38,846
-30% -$502K 0.11% 264
2015
Q2 		$1.7M Hold
129,610
– – 0.17% 199
2015
Q1 		$1.63M Buy
129,610
+39,290
+44% +$547K 0.23% 174
2014
Q4 		$1.37M Buy
90,320
+29,070
+47% +$369K 0.18% 190
2014
Q3 		$665K Buy
61,250
+10,653
+21% +$139K 0.09% 286
2014
Q2 		$660K Buy
+50,597
New +$665K 0.09% 285

Other funds holding MTOR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $295M AUM 95.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Convergence Investment Partners's MTOR Position: Q4 2019 in Review

Convergence Investment Partners sold out of MERITOR, Inc. (MTOR) in Q4 2019, closing a stake of 7,657 shares — an estimated $142K sold.

Convergence Investment Partners first reported a position in MTOR in Q2 2014 and held it in 17 quarters. The position peaked at $3.14M in Q3 2017. 218 funds tracked by Wall St. Rank hold MTOR as of Q4 2019.

  • Convergence Investment Partners reported no remaining MERITOR, Inc. position as of Q4 2019 after selling out during the quarter.
  • Convergence Investment Partners sold 7,657 MERITOR, Inc. shares in Q4 2019, an estimated $142K.
  • Convergence Investment Partners first reported a position in MERITOR, Inc. in Q2 2014 and held it in 17 quarters.
  • Convergence Investment Partners's MERITOR, Inc. position peaked at $3.14M in Q3 2017.
  • 218 funds tracked by Wall St. Rank held MERITOR, Inc. as of Q4 2019.

Based on Convergence Investment Partners's 13F filing for Q4 2019, filed 22 Jan 2020.