Global Financial Private Client’s Masco MAS Stock Holding History

Global Financial Private Client’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
2025 Q2	–	Sell	-40	Closed	-$2.78K	–	1022
2025 Q1	$2.78K	Buy	40 +19	+90%	+$1.42K	﹤0.01%	791
2024 Q4	$1.52K	Buy	21 +8	+62%	+$640	﹤0.01%	742
2024 Q3	$1.09K	Hold	13	–	–	﹤0.01%	753
2024 Q2	$867	Hold	13	–	–	﹤0.01%	627
2024 Q1	$1.01K	Hold	13	–	–	﹤0.01%	636
2023 Q4	$871	Hold	13	–	–	﹤0.01%	633
2023 Q3	$684	Hold	13	–	–	﹤0.01%	631
2023 Q2	$739	Hold	13	–	–	﹤0.01%	629
2023 Q1	$649	Hold	13	–	–	﹤0.01%	640
2022 Q4	$607	Hold	13	–	–	﹤0.01%	632
2022 Q3	$631	Hold	13	–	–	﹤0.01%	605
2022 Q2	$671	Hold	13	–	–	﹤0.01%	593
2022 Q1	$670	Hold	13	–	–	﹤0.01%	609
2021 Q4	$913	Hold	13	–	–	﹤0.01%	580
2021 Q3	$726	Hold	13	–	–	﹤0.01%	552
2021 Q2	$765	Hold	13	–	–	﹤0.01%	554
2021 Q1	$793	Hold	13	–	–	﹤0.01%	523
2020 Q4	$714	Buy	+13	New	+$716	﹤0.01%	512

Other funds holding MAS

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

BlackRock New York $5.7T AUM 30.48% 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

Boston Partners

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

Geode Capital Management

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

Holocene Advisors

Holocene Advisors New York $41.3B AUM 42.97% 1-Year Est. Return

Massachusetts Financial Services

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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