Crewe Advisors’s Masco MAS Stock Holding History

Crewe Advisors’s Portfolio MAS Stock Details MAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-6	Closed	-$387	–	1026
2025 Q2	$387	Hold	6	–	–	﹤0.01%	668
2025 Q1	$418	Hold	6	–	–	﹤0.01%	642
2024 Q4	$436	Buy	+6	New	+$480	﹤0.01%	570
2023 Q1	–	Sell	-111	Closed	-$5.18K	–	953
2022 Q4	$5.18K	Sell	111 -122	-52%	-$5.88K	﹤0.01%	665
2022 Q3	$11K	Buy	233 +39	+20%	+$2.03K	﹤0.01%	634
2022 Q2	$10K	Buy	+194	New	+$10.3K	﹤0.01%	596
2021 Q4	–	Sell	-41	Closed	-$2K	–	435
2021 Q3	$2K	Hold	41	–	–	﹤0.01%	355
2021 Q2	$2K	Hold	41	–	–	﹤0.01%	402
2021 Q1	$2K	Hold	41	–	–	﹤0.01%	411
2020 Q4	$2K	Hold	41	–	–	﹤0.01%	402
2020 Q3	$2K	Buy	+41	New	+$2.3K	﹤0.01%	515

Other funds holding MAS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Holocene Advisors

Holocene Advisors New York $41.3B AUM 42.97% 1-Year Est. Return