LF
MKSI icon

Lee Financial’s MKS Inc MKSI Stock Holding History

Lee Financial’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
2023
Q1 		– Sell
-6
Closed -$508 – 895
2022
Q4 		$508 Hold
6
– – ﹤0.01% 824
2022
Q3 		$0 Sell
6
-1
-14% -$103 ﹤0.01% 935
2022
Q2 		$1K Sell
7
-186
-96% -$21.7K ﹤0.01% 800
2022
Q1 		$29K Sell
193
-16
-8% -$2.49K 0.01% 288
2021
Q4 		$36K Buy
209
+16
+8% +$2.5K 0.01% 290
2021
Q3 		$29K Sell
193
-11
-5% -$1.69K 0.01% 283
2021
Q2 		$36K Buy
204
+12
+6% +$2.18K 0.01% 261
2021
Q1 		$36K Hold
192
– – 0.01% 252
2020
Q4 		$29K Hold
192
– – 0.01% 249
2020
Q3 		$21K Buy
+192
New +$22.5K 0.01% 304

Other funds holding MKSI

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lee Financial's MKSI Position: Q1 2023 in Review

Lee Financial sold out of MKS Inc (MKSI) in Q1 2023, closing a stake of 6 shares — an estimated $508 sold.

Lee Financial first reported a position in MKSI in Q3 2020 and held it in 10 quarters. The position peaked at $36K in Q4 2021. 323 funds tracked by Wall St. Rank hold MKSI as of Q1 2023.

  • Lee Financial reported no remaining MKS Inc position as of Q1 2023 after selling out during the quarter.
  • Lee Financial sold 6 MKS Inc shares in Q1 2023, an estimated $508.
  • Lee Financial first reported a position in MKS Inc in Q3 2020 and held it in 10 quarters.
  • Lee Financial's MKS Inc position peaked at $36K in Q4 2021.
  • 323 funds tracked by Wall St. Rank held MKS Inc as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.