EWM
MATW icon

Empirical Wealth Management’s Matthews International MATW Stock Holding History

Empirical Wealth Management’s Portfolio MATW Stock Details MATW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-12,614
Closed -$455K – 490
2023
Q1 		$455K Sell
12,614
-1,386
-10% -$51K 0.02% 332
2022
Q4 		$426K Buy
14,000
+1,423
+11% +$39.8K 0.02% 330
2022
Q3 		$282K Sell
12,577
-6,807
-35% -$177K 0.01% 390
2022
Q2 		$556K Sell
19,384
-500
-3% -$15.3K 0.03% 278
2022
Q1 		$643K Buy
19,884
+414
+2% +$14.2K 0.03% 283
2021
Q4 		$714K Sell
19,470
-2,268
-10% -$82.1K 0.04% 276
2021
Q3 		$754K Hold
21,738
– – 0.04% 234
2021
Q2 		$782K Hold
21,738
– – 0.05% 221
2021
Q1 		$860K Hold
21,738
– – 0.07% 178
2020
Q4 		$639K Buy
21,738
+3,134
+17% +$81K 0.05% 211
2020
Q3 		$416K Hold
18,604
– – 0.04% 241
2020
Q2 		$355K Hold
18,604
– – 0.03% 258
2020
Q1 		$450K Buy
18,604
+1,053
+6% +$33.5K 0.05% 195
2019
Q4 		$670K Buy
17,551
+45
+0.3% +$1.65K 0.07% 154
2019
Q3 		$620K Hold
17,506
– – 0.08% 151
2019
Q2 		$610K Hold
17,506
– – 0.08% 137
2019
Q1 		$647K Hold
17,506
– – 0.09% 120
2018
Q4 		$711K Buy
17,506
+1,835
+12% +$78.2K 0.12% 100
2018
Q3 		$786K Hold
15,671
– – 0.14% 85
2018
Q2 		$921K Hold
15,671
– – 0.17% 69
2018
Q1 		$793K Buy
15,671
+1,865
+14% +$99K 0.16% 74
2017
Q4 		$729K Hold
13,806
– – 0.16% 68
2017
Q3 		$859K Hold
13,806
– – 0.2% 60
2017
Q2 		$846K Hold
13,806
– – 0.21% 52
2017
Q1 		$934K Buy
+13,806
New +$956K 0.23% 48

Other funds holding MATW

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
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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Empirical Wealth Management's MATW Position: Q2 2023 in Review

Empirical Wealth Management sold out of Matthews International (MATW) in Q2 2023, closing a stake of 12,614 shares — an estimated $455K sold.

Empirical Wealth Management first reported a position in MATW in Q1 2017 and held it in 25 quarters. The position peaked at $934K in Q1 2017. 167 funds tracked by Wall St. Rank hold MATW as of Q2 2023.

  • Empirical Wealth Management reported no remaining Matthews International position as of Q2 2023 after selling out during the quarter.
  • Empirical Wealth Management sold 12,614 Matthews International shares in Q2 2023, an estimated $455K.
  • Empirical Wealth Management first reported a position in Matthews International in Q1 2017 and held it in 25 quarters.
  • Empirical Wealth Management's Matthews International position peaked at $934K in Q1 2017.
  • 167 funds tracked by Wall St. Rank held Matthews International as of Q2 2023.

Based on Empirical Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.