EWM
MTRN icon

Empirical Wealth Management’s Materion MTRN Stock Holding History

Empirical Wealth Management’s Portfolio MTRN Stock Details MTRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,133
Closed -$239K – 621
2024
Q3 		$239K Hold
2,133
– – 0.01% 507
2024
Q2 		$231K Hold
2,133
– – 0.01% 509
2024
Q1 		$281K Hold
2,133
– – 0.01% 453
2023
Q4 		$278K Buy
2,133
+133
+7% +$14.6K 0.01% 414
2023
Q3 		$204K Buy
+2,000
New +$218K 0.01% 444

Other funds holding MTRN

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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 MTRN Position: Q4 2024 in Review

Empirical Wealth Management sold out of Materion (MTRN) in Q4 2024, closing a stake of 2,133 shares — an estimated $239K sold.

Empirical Wealth Management first reported a position in MTRN in Q3 2023 and held it in 5 quarters. The position peaked at $281K in Q1 2024. 245 funds tracked by Wall St. Rank hold MTRN as of Q4 2024.

  • Empirical Wealth Management reported no remaining Materion position as of Q4 2024 after selling out during the quarter.
  • Empirical Wealth Management sold 2,133 Materion shares in Q4 2024, an estimated $239K.
  • Empirical Wealth Management first reported a position in Materion in Q3 2023 and held it in 5 quarters.
  • Empirical Wealth Management's Materion position peaked at $281K in Q1 2024.
  • 245 funds tracked by Wall St. Rank held Materion as of Q4 2024.

Based on Empirical Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.