LGT Financial Advisors’s Materion MTRN Stock Holding History

LGT Financial Advisors’s Portfolio MTRN Stock Details MTRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-104	Closed	-$10.3K	–	578
2024 Q4	$10.3K	Hold	104	–	–	0.02%	428
2024 Q3	$11.6K	Hold	104	–	–	0.03%	391
2024 Q2	$11.2K	Hold	104	–	–	0.02%	443
2024 Q1	$13.7K	Hold	104	–	–	0.02%	438
2023 Q4	$13.5K	Hold	104	–	–	0.02%	430
2023 Q3	$10.6K	Buy	+104	New	+$11.4K	0.01%	468

Other funds holding MTRN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AAM

ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return

LGT Financial Advisors's MTRN Position: Q1 2025 in Review

LGT Financial Advisors sold out of Materion (MTRN) in Q1 2025, closing a stake of 104 shares — an estimated $10.3K sold.

LGT Financial Advisors first reported a position in MTRN in Q3 2023 and held it in 6 quarters. The position peaked at $13.7K in Q1 2024. 252 funds tracked by Wall St. Rank hold MTRN as of Q1 2025.

LGT Financial Advisors reported no remaining Materion position as of Q1 2025 after selling out during the quarter.
LGT Financial Advisors sold 104 Materion shares in Q1 2025, an estimated $10.3K.
LGT Financial Advisors first reported a position in Materion in Q3 2023 and held it in 6 quarters.
LGT Financial Advisors's Materion position peaked at $13.7K in Q1 2024.
252 funds tracked by Wall St. Rank held Materion as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.