EI
MTOR

Ellevest Inc’s MERITOR, Inc. MTOR Stock Holding History

Ellevest Inc’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
2022
Q3 		– Sell
-147
Closed -$5K – 1977
2022
Q2 		$5K Hold
147
– – ﹤0.01% 1037
2022
Q1 		$5K Hold
147
– – ﹤0.01% 1065
2021
Q4 		$4K Sell
147
-34
-19% -$867 ﹤0.01% 1077
2021
Q3 		$4K Buy
181
+63
+53% +$1.47K ﹤0.01% 1042
2021
Q2 		$3K Buy
118
+84
+247% +$2.21K ﹤0.01% 999
2021
Q1 		$1K Sell
34
-8
-19% -$238 ﹤0.01% 1236
2020
Q4 		$1K Buy
+42
New +$1.11K ﹤0.01% 1153
2020
Q3 		– Sell
-50
Closed -$1K – 1373
2020
Q2 		$1K Sell
50
-61
-55% -$1.13K ﹤0.01% 1087
2020
Q1 		$1K Buy
111
+92
+484% +$1.98K ﹤0.01% 1032
2019
Q4 		$0 Buy
+19
New +$429 ﹤0.01% 1083

Other funds holding MTOR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Ellevest Inc's MTOR Position: Q3 2022 in Review

Ellevest Inc sold out of MERITOR, Inc. (MTOR) in Q3 2022, closing a stake of 147 shares — an estimated $5K sold.

Ellevest Inc first reported a position in MTOR in Q4 2019 and held it in 10 quarters. The position peaked at $5K in Q2 2022. 5 funds tracked by Wall St. Rank hold MTOR as of Q3 2022.

  • Ellevest Inc reported no remaining MERITOR, Inc. position as of Q3 2022 after selling out during the quarter.
  • Ellevest Inc sold 147 MERITOR, Inc. shares in Q3 2022, an estimated $5K.
  • Ellevest Inc first reported a position in MERITOR, Inc. in Q4 2019 and held it in 10 quarters.
  • Ellevest Inc's MERITOR, Inc. position peaked at $5K in Q2 2022.
  • 5 funds tracked by Wall St. Rank held MERITOR, Inc. as of Q3 2022.

Based on Ellevest Inc's 13F filing for Q3 2022, filed 2 Nov 2022.