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Liberty Wealth Management’s Methode Electronics MEI Stock Holding History

Liberty Wealth Management’s Portfolio MEI Stock Details MEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-173
Closed -$5K – 918
2020
Q2 		$5K Sell
173
-5
-3% -$150 ﹤0.01% 612
2020
Q1 		$5K Sell
178
-18
-9% -$587 ﹤0.01% 581
2019
Q4 		$8K Buy
196
+1
+0.5% +$36 0.01% 589
2019
Q3 		$7K Hold
195
– – 0.01% 589
2019
Q2 		$6K Buy
195
+1
+0.5% +$28 0.01% 631
2019
Q1 		$5K Hold
194
– – ﹤0.01% 543
2018
Q4 		$4K Buy
+194
New +$5.47K ﹤0.01% 598

Other funds holding MEI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Liberty Wealth Management's MEI Position: Q3 2020 in Review

Liberty Wealth Management sold out of Methode Electronics (MEI) in Q3 2020, closing a stake of 173 shares — an estimated $5K sold.

Liberty Wealth Management first reported a position in MEI in Q4 2018 and held it in 7 quarters. The position peaked at $8K in Q4 2019. 197 funds tracked by Wall St. Rank hold MEI as of Q3 2020.

  • Liberty Wealth Management reported no remaining Methode Electronics position as of Q3 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 173 Methode Electronics shares in Q3 2020, an estimated $5K.
  • Liberty Wealth Management first reported a position in Methode Electronics in Q4 2018 and held it in 7 quarters.
  • Liberty Wealth Management's Methode Electronics position peaked at $8K in Q4 2019.
  • 197 funds tracked by Wall St. Rank held Methode Electronics as of Q3 2020.

Based on Liberty Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.