Kapitalo Investimentos’s Matsons MATX Stock Holding History

Kapitalo Investimentos’s Portfolio MATX Stock Details MATX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,750	Closed	-$236K	–	231
2024 Q4	$236K	Buy	+1,750	New	+$255K	0.16%	73

Other funds holding MATX

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

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

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kapitalo Investimentos's MATX Position: Q1 2025 in Review

Kapitalo Investimentos sold out of Matsons (MATX) in Q1 2025, closing a stake of 1,750 shares — an estimated $236K sold.

Kapitalo Investimentos first reported a position in MATX in Q4 2024 and held it in 1 quarter. The position peaked at $236K in Q4 2024. 395 funds tracked by Wall St. Rank hold MATX as of Q1 2025.

Kapitalo Investimentos reported no remaining Matsons position as of Q1 2025 after selling out during the quarter.
Kapitalo Investimentos sold 1,750 Matsons shares in Q1 2025, an estimated $236K.
Kapitalo Investimentos first reported a position in Matsons in Q4 2024 and held it in 1 quarter.
Kapitalo Investimentos's Matsons position peaked at $236K in Q4 2024.
395 funds tracked by Wall St. Rank held Matsons as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.