Crewe Advisors’s Matsons MATX Stock Holding History

Crewe Advisors’s Portfolio MATX Stock Details MATX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2	Closed	-$178	–	587
2023 Q3	$178	Hold	2	–	–	﹤0.01%	454
2023 Q2	$156	Buy	+2	New	+$137	﹤0.01%	762

Other funds holding MATX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Crewe Advisors's MATX Position: Q4 2023 in Review

Crewe Advisors sold out of Matsons (MATX) in Q4 2023, closing a stake of 2 shares — an estimated $178 sold.

Crewe Advisors first reported a position in MATX in Q2 2023 and held it in 2 quarters. The position peaked at $178 in Q3 2023. 335 funds tracked by Wall St. Rank hold MATX as of Q4 2023.

Crewe Advisors reported no remaining Matsons position as of Q4 2023 after selling out during the quarter.
Crewe Advisors sold 2 Matsons shares in Q4 2023, an estimated $178.
Crewe Advisors first reported a position in Matsons in Q2 2023 and held it in 2 quarters.
Crewe Advisors's Matsons position peaked at $178 in Q3 2023.
335 funds tracked by Wall St. Rank held Matsons as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.