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Empirical Wealth Management’s Matsons MATX Stock Holding History

Empirical Wealth Management’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
2025
Q1 		– Sell
-3,651
Closed -$492K – 691
2024
Q4 		$492K Buy
3,651
+474
+15% +$69K 0.01% 388
2024
Q3 		$453K Buy
3,177
+1,321
+71% +$174K 0.01% 387
2024
Q2 		$243K Buy
+1,856
New +$216K 0.01% 492

Other funds holding MATX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Empirical Wealth Management's MATX Position: Q1 2025 in Review

Empirical Wealth Management sold out of Matsons (MATX) in Q1 2025, closing a stake of 3,651 shares — an estimated $492K sold.

Empirical Wealth Management first reported a position in MATX in Q2 2024 and held it in 3 quarters. The position peaked at $492K in Q4 2024. 395 funds tracked by Wall St. Rank hold MATX as of Q1 2025.

  • Empirical Wealth Management reported no remaining Matsons position as of Q1 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 3,651 Matsons shares in Q1 2025, an estimated $492K.
  • Empirical Wealth Management first reported a position in Matsons in Q2 2024 and held it in 3 quarters.
  • Empirical Wealth Management's Matsons position peaked at $492K in Q4 2024.
  • 395 funds tracked by Wall St. Rank held Matsons as of Q1 2025.

Based on Empirical Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.