GI
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Gradient Investments’s MKS Inc MKSI Stock Holding History

Gradient Investments’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
2023
Q1 		– Sell
-8
Closed -$678 – 1594
2022
Q4 		$678 Buy
+8
New +$641 ﹤0.01% 1263
2022
Q3 		– Sell
-108
Closed -$11K – 1463
2022
Q2 		$11K Buy
+108
New +$12.6K ﹤0.01% 751

Other funds holding MKSI

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Gradient Investments's MKSI Position: Q1 2023 in Review

Gradient Investments sold out of MKS Inc (MKSI) in Q1 2023, closing a stake of 8 shares — an estimated $678 sold.

Gradient Investments first reported a position in MKSI in Q2 2022 and held it in 2 quarters. The position peaked at $11K in Q2 2022. 323 funds tracked by Wall St. Rank hold MKSI as of Q1 2023.

  • Gradient Investments reported no remaining MKS Inc position as of Q1 2023 after selling out during the quarter.
  • Gradient Investments sold 8 MKS Inc shares in Q1 2023, an estimated $678.
  • Gradient Investments first reported a position in MKS Inc in Q2 2022 and held it in 2 quarters.
  • Gradient Investments's MKS Inc position peaked at $11K in Q2 2022.
  • 323 funds tracked by Wall St. Rank held MKS Inc as of Q1 2023.

Based on Gradient Investments's 13F filing for Q1 2023, filed 17 Apr 2023.