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IBM Retirement Fund’s MKS Inc MKSI Stock Holding History

IBM Retirement Fund’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
2021
Q4 		– Sell
-1,553
Closed -$234K – 649
2021
Q3 		$234K Hold
1,553
– – 0.02% 662
2021
Q2 		$276K Sell
1,553
-308
-17% -$56K 0.02% 613
2021
Q1 		$345K Sell
1,861
-145
-7% -$24.4K 0.02% 565
2020
Q4 		$302K Buy
+2,006
New +$262K 0.02% 609

Other funds holding MKSI

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

IBM Retirement Fund's MKSI Position: Q4 2021 in Review

IBM Retirement Fund sold out of MKS Inc (MKSI) in Q4 2021, closing a stake of 1,553 shares — an estimated $234K sold.

IBM Retirement Fund first reported a position in MKSI in Q4 2020 and held it in 4 quarters. The position peaked at $345K in Q1 2021. 404 funds tracked by Wall St. Rank hold MKSI as of Q4 2021.

  • IBM Retirement Fund reported no remaining MKS Inc position as of Q4 2021 after selling out during the quarter.
  • IBM Retirement Fund sold 1,553 MKS Inc shares in Q4 2021, an estimated $234K.
  • IBM Retirement Fund first reported a position in MKS Inc in Q4 2020 and held it in 4 quarters.
  • IBM Retirement Fund's MKS Inc position peaked at $345K in Q1 2021.
  • 404 funds tracked by Wall St. Rank held MKS Inc as of Q4 2021.

Based on IBM Retirement Fund's 13F filing for Q4 2021, filed 19 Jan 2022.