LWM
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Liberty Wealth Management’s Mattel MAT Stock Holding History

Liberty Wealth Management’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
2019
Q4 		– Sell
-44
Closed -$1K – 942
2019
Q3 		$1K Hold
44
– – ﹤0.01% 807
2019
Q2 		$0 Hold
44
– – ﹤0.01% 927
2019
Q1 		$0 Hold
44
– – ﹤0.01% 801
2018
Q4 		$0 Buy
+44
New +$583 ﹤0.01% 781

Other funds holding MAT

Primecap Management
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EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Liberty Wealth Management's MAT Position: Q4 2019 in Review

Liberty Wealth Management sold out of Mattel (MAT) in Q4 2019, closing a stake of 44 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in MAT in Q4 2018 and held it in 4 quarters. The position peaked at $1K in Q3 2019. 312 funds tracked by Wall St. Rank hold MAT as of Q4 2019.

  • Liberty Wealth Management reported no remaining Mattel position as of Q4 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 44 Mattel shares in Q4 2019, an estimated $1K.
  • Liberty Wealth Management first reported a position in Mattel in Q4 2018 and held it in 4 quarters.
  • Liberty Wealth Management's Mattel position peaked at $1K in Q3 2019.
  • 312 funds tracked by Wall St. Rank held Mattel as of Q4 2019.

Based on Liberty Wealth Management's 13F filing for Q4 2019, filed 5 Feb 2020.