EFS
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Essex Financial Services’s Masco MAS Stock Holding History

Essex Financial Services’s Portfolio MAS Stock Details MAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,145
Closed -$302K – 647
2024
Q2 		$302K Buy
4,145
+162
+4% +$11.4K 0.02% 472
2024
Q1 		$314K Buy
3,983
+3
+0.1% +$216 0.03% 409
2023
Q4 		$267K Buy
3,980
+65
+2% +$3.77K 0.03% 421
2023
Q3 		$209K Hold
3,915
– – 0.02% 441
2023
Q2 		$225K Buy
+3,915
New +$205K 0.03% 425
2022
Q1 		– Sell
-3,245
Closed -$228K – 516
2021
Q4 		$228K Buy
+3,245
New +$210K 0.02% 439
2021
Q3 		– Sell
-3,445
Closed -$203K – 472
2021
Q2 		$203K Buy
+3,445
New +$212K 0.03% 438

Other funds holding MAS

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return