JWM
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Jeppson Wealth Management’s Mattel MAT Stock Holding History

Jeppson Wealth Management’s Portfolio MAT Stock Details MAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-450
Closed -$5K – 313
2020
Q3 		$5K Buy
+450
New +$5K ﹤0.01% 446

Other funds holding MAT

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jeppson Wealth Management's MAT Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Mattel (MAT) in Q4 2020, closing a stake of 450 shares — an estimated $5K sold.

Jeppson Wealth Management first reported a position in MAT in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 316 funds tracked by Wall St. Rank hold MAT as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Mattel position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 450 Mattel shares in Q4 2020, an estimated $5K.
  • Jeppson Wealth Management first reported a position in Mattel in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Mattel position peaked at $5K in Q3 2020.
  • 316 funds tracked by Wall St. Rank held Mattel as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.