Everence Capital Management’s MERITOR, Inc. MTOR Stock Holding History

Everence Capital Management’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	-15,030	Closed	-$546K	–	756
2022 Q2	$546K	Buy	15,030 +3,060	+26%	+$110K	0.05%	311
2022 Q1	$426K	Buy	+11,970	New	+$354K	0.03%	460
2021 Q2	–	Sell	-12,840	Closed	-$378K	–	756
2021 Q1	$378K	Hold	12,840	–	–	0.03%	468
2020 Q4	$358K	Hold	12,840	–	–	0.03%	446
2020 Q3	$269K	Hold	12,840	–	–	0.03%	496
2020 Q2	$262K	Hold	12,840	–	–	0.03%	491
2020 Q1	$170K	Buy	+12,840	New	+$277K	0.02%	539

Other funds holding MTOR

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Everence Capital Management's MTOR Position: Q3 2022 in Review

Everence Capital Management sold out of MERITOR, Inc. (MTOR) in Q3 2022, closing a stake of 15,030 shares — an estimated $546K sold.

Everence Capital Management first reported a position in MTOR in Q1 2020 and held it in 7 quarters. The position peaked at $546K in Q2 2022. 5 funds tracked by Wall St. Rank hold MTOR as of Q3 2022.

Everence Capital Management reported no remaining MERITOR, Inc. position as of Q3 2022 after selling out during the quarter.
Everence Capital Management sold 15,030 MERITOR, Inc. shares in Q3 2022, an estimated $546K.
Everence Capital Management first reported a position in MERITOR, Inc. in Q1 2020 and held it in 7 quarters.
Everence Capital Management's MERITOR, Inc. position peaked at $546K in Q2 2022.
5 funds tracked by Wall St. Rank held MERITOR, Inc. as of Q3 2022.

Based on Everence Capital Management's 13F filing for Q3 2022, filed 7 Oct 2022.