EWA
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EverSource Wealth Advisors’s Mattel MAT Stock Holding History

EverSource Wealth Advisors’s Portfolio MAT Stock Details MAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$67.1K Sell
4,620
-1,960
-30% -$35.7K ﹤0.01% 1680
2025
Q4 		$131K Buy
6,580
+260
+4% +$5.02K ﹤0.01% 1174
2025
Q3 		$106K Sell
6,320
-2,457
-28% -$44.8K ﹤0.01% 1248
2025
Q2 		$173K Buy
8,777
+5,762
+191% +$103K 0.01% 922
2025
Q1 		$58.6K Buy
3,015
+1,472
+95% +$29.2K ﹤0.01% 1165
2024
Q4 		$27.4K Buy
1,543
+926
+150% +$17.5K ﹤0.01% 1470
2024
Q3 		$11.8K Hold
617
– – ﹤0.01% 1765
2024
Q2 		$11.9K Sell
617
-1
-0.2% -$18 ﹤0.01% 1754
2024
Q1 		$11.3K Sell
618
-207
-25% -$3.92K ﹤0.01% 1623
2023
Q4 		$15.6K Buy
825
+53
+7% +$1.03K ﹤0.01% 1360
2023
Q3 		$17K Buy
772
+108
+16% +$2.31K ﹤0.01% 1185
2023
Q2 		$13K Sell
664
-175
-21% -$3.16K ﹤0.01% 1328
2023
Q1 		$15.4K Buy
839
+80
+11% +$1.49K ﹤0.01% 1189
2022
Q4 		$13.5K Buy
759
+249
+49% +$4.51K ﹤0.01% 1213
2022
Q3 		$10K Buy
510
+480
+1,600% +$10.7K ﹤0.01% 1139
2022
Q2 		$0 Buy
+30
New +$709 ﹤0.01% 1817

Other funds holding MAT

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return