Joseph P. Lucia & Associates’s Mattel MAT Stock Holding History

Joseph P. Lucia & Associates’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
2021 Q4	–	Sell	-230	Closed	-$4K	–	371
2021 Q3	$4K	Hold	230	–	–	﹤0.01%	458
2021 Q2	$5K	Hold	230	–	–	﹤0.01%	443
2021 Q1	$5K	Hold	230	–	–	﹤0.01%	425
2020 Q4	$4K	Buy	+230	New	+$3.39K	﹤0.01%	405
2020 Q3	–	Sell	-601	Closed	-$7K	–	300
2020 Q2	$7K	Hold	601	–	–	0.01%	349
2020 Q1	$7K	Hold	601	–	–	0.01%	315
2019 Q4	$7K	Sell	601 -400	-40%	-$4.75K	0.01%	340
2019 Q3	$11K	Hold	1,001	–	–	0.01%	309
2019 Q2	$11K	Buy	1,001 +601	+150%	+$7.06K	0.01%	297
2019 Q1	$5.41K	Buy	+400	New	+$5.34K	0.01%	267

Other funds holding MAT

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

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

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Joseph P. Lucia & Associates's MAT Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of Mattel (MAT) in Q4 2021, closing a stake of 230 shares — an estimated $4K sold.

Joseph P. Lucia & Associates first reported a position in MAT in Q1 2019 and held it in 10 quarters. The position peaked at $11K in Q3 2019. 358 funds tracked by Wall St. Rank hold MAT as of Q4 2021.

Joseph P. Lucia & Associates reported no remaining Mattel position as of Q4 2021 after selling out during the quarter.
Joseph P. Lucia & Associates sold 230 Mattel shares in Q4 2021, an estimated $4K.
Joseph P. Lucia & Associates first reported a position in Mattel in Q1 2019 and held it in 10 quarters.
Joseph P. Lucia & Associates's Mattel position peaked at $11K in Q3 2019.
358 funds tracked by Wall St. Rank held Mattel as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.