GC
MTOR

Guggenheim Capital’s MERITOR, Inc. MTOR Stock Holding History

Guggenheim Capital’s Portfolio MTOR Stock Details MTOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-65,327
Closed -$2.37M – 2098
2022
Q2 		$2.37M Buy
65,327
+11,729
+22% +$422K 0.02% 819
2022
Q1 		$1.91M Buy
+53,598
New +$1.58M 0.01% 1047
2019
Q1 		– Sell
-63,497
Closed -$1.07M – 2236
2018
Q4 		$1.07M Sell
63,497
-20,075
-24% -$342K 0.01% 1353
2018
Q3 		$1.62M Sell
83,572
-29,176
-26% -$613K 0.01% 1362
2018
Q2 		$2.32M Sell
112,748
-26,826
-19% -$563K 0.02% 1167
2018
Q1 		$2.87M Buy
+139,574
New +$3.38M 0.01% 1381
2016
Q1 		– Sell
-19,945
Closed -$167K – 3013
2015
Q4 		$167K Buy
19,945
+3,687
+23% +$36.8K ﹤0.01% 2790
2015
Q3 		$173K Sell
16,258
-2,949
-15% -$38.1K ﹤0.01% 2757
2015
Q2 		$253K Sell
19,207
-1,713
-8% -$23K ﹤0.01% 2748
2015
Q1 		$263K Buy
20,920
+10,027
+92% +$139K ﹤0.01% 2729
2014
Q4 		$165K Sell
10,893
-118,801
-92% -$1.51M ﹤0.01% 2814
2014
Q3 		$1.41M Sell
129,694
-16,855
-12% -$219K ﹤0.01% 2014
2014
Q2 		$1.91M Buy
+146,549
New +$1.93M ﹤0.01% 1864
2013
Q3 		– Sell
-46,332
Closed -$327K – 3208
2013
Q2 		$327K Buy
+46,332
New +$278K ﹤0.01% 2584

Other funds holding MTOR

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Guggenheim Capital's MTOR Position: Q3 2022 in Review

Guggenheim Capital sold out of MERITOR, Inc. (MTOR) in Q3 2022, closing a stake of 65,327 shares — an estimated $2.37M sold.

Guggenheim Capital first reported a position in MTOR in Q2 2013 and held it in 14 quarters. The position peaked at $2.87M in Q1 2018. 5 funds tracked by Wall St. Rank hold MTOR as of Q3 2022.

  • Guggenheim Capital reported no remaining MERITOR, Inc. position as of Q3 2022 after selling out during the quarter.
  • Guggenheim Capital sold 65,327 MERITOR, Inc. shares in Q3 2022, an estimated $2.37M.
  • Guggenheim Capital first reported a position in MERITOR, Inc. in Q2 2013 and held it in 14 quarters.
  • Guggenheim Capital's MERITOR, Inc. position peaked at $2.87M in Q1 2018.
  • 5 funds tracked by Wall St. Rank held MERITOR, Inc. as of Q3 2022.

Based on Guggenheim Capital's 13F filing for Q3 2022, filed 14 Nov 2022.