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Gargoyle Investment Advisor’s MKS Inc MKSI Stock Holding History

Gargoyle Investment Advisor’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
2019
Q4 		$920K Sell
8,365
-500
-6% -$52.4K 1.42% 28
2019
Q3 		$818K Sell
8,865
-8,951
-50% -$739K 1.03% 44
2019
Q2 		$1.39M Sell
17,816
-1,743
-9% -$147K 1.54% 8
2019
Q1 		$1.82M Sell
19,559
-2,429
-11% -$196K 1.75% 1
2018
Q4 		$1.42M Buy
+21,988
New +$1.59M 1.3% 23

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Gargoyle Investment Advisor's MKSI Position: Q4 2019 in Review

Gargoyle Investment Advisor reduced its MKS Inc (MKSI) stake by 5.6% in Q4 2019, selling an estimated $52.4K and leaving 8,365 shares worth $920K. The position accounts for 1.42% of the portfolio, ranked #28.

Gargoyle Investment Advisor first reported a position in MKSI in Q4 2018 and has held it in 5 quarters since. The position peaked at $1.82M in Q1 2019. 350 funds tracked by Wall St. Rank hold MKSI as of Q4 2019.

  • Gargoyle Investment Advisor held 8,365 shares of MKS Inc worth $920K as of Q4 2019.
  • Gargoyle Investment Advisor sold 500 MKS Inc shares in Q4 2019, an estimated $52.4K.
  • MKS Inc made up 1.42% of Gargoyle Investment Advisor's portfolio in Q4 2019, its #28 holding.
  • Gargoyle Investment Advisor first reported a position in MKS Inc in Q4 2018 and has held it in 5 quarters since.
  • Gargoyle Investment Advisor's MKS Inc position peaked at $1.82M in Q1 2019.
  • 350 funds tracked by Wall St. Rank held MKS Inc as of Q4 2019.

Based on Gargoyle Investment Advisor's 13F filing for Q4 2019, filed 18 Feb 2020.