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Everhart Financial Group’s Matthews International MATW Stock Holding History

Everhart Financial Group’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
2024
Q1 		– Sell
-6,132
Closed -$225K – 281
2023
Q4 		$225K Sell
6,132
-661
-10% -$24.2K 0.08% 225
2023
Q3 		$264K Sell
6,793
-773
-10% -$33.5K 0.11% 171
2023
Q2 		$322K Buy
7,566
+210
+3% +$8.14K 0.13% 152
2023
Q1 		$265K Buy
+7,356
New +$271K 0.12% 155

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
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Everhart Financial Group's MATW Position: Q1 2024 in Review

Everhart Financial Group sold out of Matthews International (MATW) in Q1 2024, closing a stake of 6,132 shares — an estimated $225K sold.

Everhart Financial Group first reported a position in MATW in Q1 2023 and held it in 4 quarters. The position peaked at $322K in Q2 2023. 165 funds tracked by Wall St. Rank hold MATW as of Q1 2024.

  • Everhart Financial Group reported no remaining Matthews International position as of Q1 2024 after selling out during the quarter.
  • Everhart Financial Group sold 6,132 Matthews International shares in Q1 2024, an estimated $225K.
  • Everhart Financial Group first reported a position in Matthews International in Q1 2023 and held it in 4 quarters.
  • Everhart Financial Group's Matthews International position peaked at $322K in Q2 2023.
  • 165 funds tracked by Wall St. Rank held Matthews International as of Q1 2024.

Based on Everhart Financial Group's 13F filing for Q1 2024, filed 13 May 2024.