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Liberty Wealth Management’s Masco MAS Stock Holding History

Liberty Wealth Management’s Portfolio MAS Stock Details MAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-14,026
Closed -$20K – 240
2024
Q2 		$20K Buy
+14,026
New +$989K ﹤0.01% 225
2021
Q4 		– Sell
-154
Closed -$9K – 720
2021
Q3 		$9K Buy
154
+78
+103% +$4.63K ﹤0.01% 844
2021
Q2 		$4K Hold
76
– – ﹤0.01% 833
2021
Q1 		$4K Hold
76
– – ﹤0.01% 735
2020
Q4 		$4K Buy
+76
New +$4.19K ﹤0.01% 731

Other funds holding MAS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Liberty Wealth Management's MAS Position: Q3 2024 in Review

Liberty Wealth Management sold out of Masco (MAS) in Q3 2024, closing a stake of 14,026 shares — an estimated $20K sold.

Liberty Wealth Management first reported a position in MAS in Q4 2020 and held it in 5 quarters. The position peaked at $20K in Q2 2024. 841 funds tracked by Wall St. Rank hold MAS as of Q3 2024.

  • Liberty Wealth Management reported no remaining Masco position as of Q3 2024 after selling out during the quarter.
  • Liberty Wealth Management sold 14,026 Masco shares in Q3 2024, an estimated $20K.
  • Liberty Wealth Management first reported a position in Masco in Q4 2020 and held it in 5 quarters.
  • Liberty Wealth Management's Masco position peaked at $20K in Q2 2024.
  • 841 funds tracked by Wall St. Rank held Masco as of Q3 2024.

Based on Liberty Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.