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Fulcrum Asset Management’s MKS Inc MKSI Stock Holding History

Fulcrum Asset 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
Q1 		– Hold
0
– – – 173
2021
Q2 		– Hold
0
– – – 66
2020
Q4 		– Hold
0
– – – 124
2020
Q3 		– Sell
-5,775
Closed -$677K – 59
2020
Q2 		$703K Buy
+5,775
New +$575K 0.24% 126

Other funds holding MKSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Fulcrum Asset Management's MKSI Position: Q1 2022 in Review

Fulcrum Asset Management held its MKS Inc (MKSI) position steady in Q1 2022 at 0 shares worth $503K. The position accounts for 0.15% of the portfolio, ranked #173.

Fulcrum Asset Management first reported a position in MKSI in Q2 2020 and has held it in 1 quarter since. The position peaked at $703K in Q2 2020. 398 funds tracked by Wall St. Rank hold MKSI as of Q1 2022.

  • Fulcrum Asset Management held 0 shares of MKS Inc worth $503K as of Q1 2022.
  • Fulcrum Asset Management left its MKS Inc share count unchanged in Q1 2022.
  • MKS Inc made up 0.15% of Fulcrum Asset Management's portfolio in Q1 2022, its #173 holding.
  • Fulcrum Asset Management first reported a position in MKS Inc in Q2 2020 and has held it in 1 quarter since.
  • Fulcrum Asset Management's MKS Inc position peaked at $703K in Q2 2020.
  • 398 funds tracked by Wall St. Rank held MKS Inc as of Q1 2022.

Based on Fulcrum Asset Management's 13F filing for Q1 2022, filed 10 May 2022.