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James Investment Research’s MKS Inc MKSI Stock Holding History

James Investment Research’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
2019
Q2 		– Sell
-2,928
Closed -$273K – 741
2019
Q1 		$273K Sell
2,928
-38
-1% -$3.06K 0.02% 500
2018
Q4 		$192K Buy
2,966
+353
+14% +$25.5K 0.01% 536
2018
Q3 		$209K Sell
2,613
-19,366
-88% -$1.77M 0.01% 573
2018
Q2 		$2.1M Buy
21,979
+19,345
+734% +$2.11M 0.08% 306
2018
Q1 		$305K Sell
2,634
-17,118
-87% -$1.88M 0.01% 543
2017
Q4 		$1.87M Sell
19,752
-4,490
-19% -$447K 0.06% 329
2017
Q3 		$2.29M Buy
24,242
+5,872
+32% +$480K 0.08% 211
2017
Q2 		$1.24M Buy
+18,370
New +$1.39M 0.04% 352

Other funds holding MKSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

James Investment Research's MKSI Position: Q2 2019 in Review

James Investment Research sold out of MKS Inc (MKSI) in Q2 2019, closing a stake of 2,928 shares — an estimated $273K sold.

James Investment Research first reported a position in MKSI in Q2 2017 and held it in 8 quarters. The position peaked at $2.29M in Q3 2017. 310 funds tracked by Wall St. Rank hold MKSI as of Q2 2019.

  • James Investment Research reported no remaining MKS Inc position as of Q2 2019 after selling out during the quarter.
  • James Investment Research sold 2,928 MKS Inc shares in Q2 2019, an estimated $273K.
  • James Investment Research first reported a position in MKS Inc in Q2 2017 and held it in 8 quarters.
  • James Investment Research's MKS Inc position peaked at $2.29M in Q3 2017.
  • 310 funds tracked by Wall St. Rank held MKS Inc as of Q2 2019.

Based on James Investment Research's 13F filing for Q2 2019, filed 24 Jul 2019.