Halpern Financial’s Masco MAS Stock Holding History

Halpern Financial’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
2023 Q3	–	Sell	-98	Closed	-$5.62K	–	239
2023 Q2	$5.62K	Buy	+98	New	+$5.13K	﹤0.01%	213

Other funds holding MAS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Halpern Financial's MAS Position: Q3 2023 in Review

Halpern Financial sold out of Masco (MAS) in Q3 2023, closing a stake of 98 shares — an estimated $5.62K sold.

Halpern Financial first reported a position in MAS in Q2 2023 and held it in 1 quarter. The position peaked at $5.62K in Q2 2023. 726 funds tracked by Wall St. Rank hold MAS as of Q3 2023.

Halpern Financial reported no remaining Masco position as of Q3 2023 after selling out during the quarter.
Halpern Financial sold 98 Masco shares in Q3 2023, an estimated $5.62K.
Halpern Financial first reported a position in Masco in Q2 2023 and held it in 1 quarter.
Halpern Financial's Masco position peaked at $5.62K in Q2 2023.
726 funds tracked by Wall St. Rank held Masco as of Q3 2023.

Based on Halpern Financial's 13F filing for Q3 2023, filed 10 Oct 2023.