Evoke Wealth’s Masco MAS Stock Holding History

Evoke Wealth’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
2022 Q4	–	Sell	-62	Closed	-$3K	–	818
2022 Q3	$3K	Sell	62 -109	-64%	-$5.67K	﹤0.01%	980
2022 Q2	$9K	Buy	171 +43	+34%	+$2.27K	﹤0.01%	786
2022 Q1	$7K	Hold	128	–	–	﹤0.01%	838
2021 Q4	$9K	Buy	128 +1	+0.8%	+$65	﹤0.01%	808
2021 Q3	$7K	Hold	127	–	–	﹤0.01%	800
2021 Q2	$8K	Sell	127 -4	-3%	-$247	﹤0.01%	779
2021 Q1	$8K	Hold	131	–	–	﹤0.01%	730
2020 Q4	$7K	Buy	131 +1	+0.8%	+$55	﹤0.01%	643
2020 Q3	$7K	Sell	130 -2	-2%	-$112	﹤0.01%	609
2020 Q2	$7K	Sell	132 -4	-3%	-$173	﹤0.01%	600
2020 Q1	$4.71K	Sell	136 -103	-43%	-$4.5K	﹤0.01%	624
2019 Q4	$11.4K	Buy	239 +1	+0.4%	+$45	﹤0.01%	709
2019 Q3	$9.93K	Buy	+238	New	+$9.54K	﹤0.01%	824

Other funds holding MAS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return