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Freedom Investment Management’s MKS Inc MKSI Stock Holding History

Freedom Investment Management’s Portfolio MKSI Stock Details MKSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,811
Closed -$422K – 800
2022
Q1 		$422K Buy
2,811
+125
+5% +$19.4K 0.04% 517
2021
Q4 		$468K Sell
2,686
-134
-5% -$20.9K 0.03% 542
2021
Q3 		$426K Buy
2,820
+263
+10% +$40.4K 0.03% 548
2021
Q2 		$455K Sell
2,557
-155
-6% -$28.2K 0.03% 564
2021
Q1 		$503K Sell
2,712
-949
-26% -$159K 0.04% 526
2020
Q4 		$551K Buy
+3,661
New +$479K 0.06% 309

Other funds holding MKSI

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Freedom Investment Management's MKSI Position: Q2 2022 in Review

Freedom Investment Management sold out of MKS Inc (MKSI) in Q2 2022, closing a stake of 2,811 shares — an estimated $422K sold.

Freedom Investment Management first reported a position in MKSI in Q4 2020 and held it in 6 quarters. The position peaked at $551K in Q4 2020. 373 funds tracked by Wall St. Rank hold MKSI as of Q2 2022.

  • Freedom Investment Management reported no remaining MKS Inc position as of Q2 2022 after selling out during the quarter.
  • Freedom Investment Management sold 2,811 MKS Inc shares in Q2 2022, an estimated $422K.
  • Freedom Investment Management first reported a position in MKS Inc in Q4 2020 and held it in 6 quarters.
  • Freedom Investment Management's MKS Inc position peaked at $551K in Q4 2020.
  • 373 funds tracked by Wall St. Rank held MKS Inc as of Q2 2022.

Based on Freedom Investment Management's 13F filing for Q2 2022, filed 8 Aug 2022.